Regent Peak Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	5,831 -1,446	-20%	-$247K	0.21%	57
2026 Q1	$967K	Buy	7,277 +96	+1%	+$13.5K	0.2%	55
2025 Q4	$1.03M	Sell	7,181 -45	-0.6%	-$6.5K	0.2%	53
2025 Q3	$1.02M	Buy	+7,226	New	+$957K	0.2%	53
2025 Q1	$745K	Buy	7,216 +6	+0.1%	+$680	0.18%	57
2024 Q4	$838K	Buy	7,210 +6	+0.1%	+$698	0.19%	56
2024 Q3	$813K	Buy	7,204 +8	+0.1%	+$878	0.19%	69
2024 Q2	$814K	Sell	7,196 -252	-3%	-$26.5K	0.19%	68
2024 Q1	$776K	Buy	7,448 +272	+4%	+$27.5K	0.2%	70
2023 Q4	$691K	Buy	7,176 +8	+0.1%	+$712	0.19%	70
2023 Q3	$587K	Buy	7,168 +12	+0.2%	+$1.03K	0.18%	73
2023 Q2	$622K	Buy	7,156 +12	+0.2%	+$946	0.18%	71
2023 Q1	$539K	Buy	7,144 +12	+0.2%	+$826	0.17%	75
2022 Q4	$444K	Sell	7,132 -492	-6%	-$31.2K	0.15%	89
2022 Q3	$452K	Buy	7,624 +520	+7%	+$35.5K	0.16%	84
2022 Q2	$451K	Sell	7,104 -464	-6%	-$32.3K	0.15%	90
2022 Q1	$601K	Buy	7,568 +1,262	+20%	+$99.1K	0.17%	75
2021 Q4	$548K	Buy	6,306 +10	+0.2%	+$824	0.15%	87
2021 Q3	$470K	Buy	6,296 +10	+0.2%	+$772	0.13%	96
2021 Q2	$482K	Buy	6,286 +10	+0.2%	+$700	0.13%	93
2021 Q1	$416K	Buy	6,276 +732	+13%	+$48.3K	0.14%	94
2020 Q4	$360K	Buy	5,544 +14	+0.3%	+$853	0.12%	99
2020 Q3	$323K	Buy	+5,530	New	+$312K	0.14%	93

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Regent Peak Wealth Advisors's XLK Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $247K and leaving 5,831 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #57.

Regent Peak Wealth Advisors first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Regent Peak Wealth Advisors held 5,831 shares of State Street Technology Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Regent Peak Wealth Advisors sold 1,446 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $247K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Regent Peak Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.