Schneider Downs Wealth Management Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Schneider Downs Wealth Management 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	$628K	Sell	3,298 -146	-4%	-$24.9K	0.06%	96
2026 Q1	$458K	Hold	3,444	–	–	0.05%	103
2025 Q4	$496K	Sell	3,444 -156	-4%	-$22.5K	0.06%	99
2025 Q3	$507K	Buy	3,600 +2	+0.1%	+$265	0.06%	94
2025 Q2	$456K	Hold	3,598	–	–	0.07%	97
2025 Q1	$371K	Buy	3,598 +60	+2%	+$6.8K	0.07%	101
2024 Q4	$411K	Hold	3,538	–	–	0.08%	96
2024 Q3	$399K	Hold	3,538	–	–	0.08%	98
2024 Q2	$400K	Buy	3,538 +460	+15%	+$48.4K	0.09%	93
2024 Q1	$321K	Hold	3,078	–	–	0.07%	98
2023 Q4	$296K	Sell	3,078 -596	-16%	-$53.1K	0.08%	89
2023 Q3	$301K	Sell	3,674 -4,344	-54%	-$373K	0.07%	81
2023 Q2	$697K	Hold	8,018	–	–	0.16%	52
2023 Q1	$605K	Sell	8,018 -232	-3%	-$16K	0.12%	57
2022 Q4	$513K	Buy	8,250 +3,078	+60%	+$195K	0.11%	64
2022 Q3	$307K	Hold	5,172	–	–	0.09%	89
2022 Q2	$329K	Hold	5,172	–	–	0.09%	91
2022 Q1	$411K	Buy	5,172 +6	+0.1%	+$471	0.1%	85
2021 Q4	$449K	Buy	5,166 +6	+0.1%	+$494	0.11%	87
2021 Q3	$385K	Buy	5,160 +4	+0.1%	+$309	0.1%	88
2021 Q2	$381K	Hold	5,156	–	–	0.1%	85
2021 Q1	$342K	Buy	+5,156	New	+$340K	0.08%	83

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's XLK Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, selling an estimated $24.9K and leaving 3,298 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #96.

Schneider Downs Wealth Management Advisors first reported a position in XLK in Q1 2021 and has held it in 22 quarters since. The position peaked at $697K in Q2 2023. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,298 shares of State Street Technology Select Sector SPDR ETF worth $628K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 146 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $24.9K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #96 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Schneider Downs Wealth Management Advisors's State Street Technology Select Sector SPDR ETF position peaked at $697K in Q2 2023.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.