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Segment Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Segment Wealth Management’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 		$4.31M Hold
22,612
– – 0.22% 84
2026
Q1 		$3.01M Sell
22,612
-558
-2% -$78.6K 0.18% 91
2025
Q4 		$3.34M Hold
23,170
– – 0.19% 89
2025
Q3 		$3.27M Hold
23,170
– – 0.2% 88
2025
Q2 		$2.93M Hold
23,170
– – 0.19% 90
2025
Q1 		$2.39M Sell
23,170
-140
-0.6% -$15.9K 0.16% 89
2024
Q4 		$2.71M Hold
23,310
– – 0.18% 87
2024
Q3 		$2.63M Sell
23,310
-1,280
-5% -$141K 0.18% 86
2024
Q2 		$2.78M Hold
24,590
– – 0.21% 84
2024
Q1 		$2.56M Buy
24,590
+1,778
+8% +$180K 0.19% 89
2023
Q4 		$2.2M Hold
22,812
– – 0.19% 89
2023
Q3 		$1.87M Hold
22,812
– – 0.19% 87
2023
Q2 		$1.98M Hold
22,812
– – 0.2% 85
2023
Q1 		$1.72M Sell
22,812
-238
-1% -$16.4K 0.19% 85
2022
Q4 		$1.43M Buy
23,050
+5,540
+32% +$352K 0.17% 92
2022
Q3 		$1.04M Hold
17,510
– – 0.13% 102
2022
Q2 		$1.11M Sell
17,510
-4,280
-20% -$298K 0.14% 95
2022
Q1 		$1.73M Sell
21,790
-46,056
-68% -$3.62M 0.18% 93
2021
Q4 		$5.9M Sell
67,846
-100
-0.1% -$8.23K 0.62% 62
2021
Q3 		$5.07M Sell
67,946
-320
-0.5% -$24.7K 0.6% 62
2021
Q2 		$5.04M Buy
68,266
+726
+1% +$50.9K 0.6% 64
2021
Q1 		$4.49M Sell
67,540
-696
-1% -$45.9K 0.59% 63
2020
Q4 		$4.44M Sell
68,236
-19,104
-22% -$1.16M 0.64% 61
2020
Q3 		$5.1M Sell
87,340
-810
-0.9% -$45.8K 0.83% 49
2020
Q2 		$4.61M Sell
88,150
-7,580
-8% -$357K 0.85% 47
2020
Q1 		$3.85M Sell
95,730
-226
-0.2% -$10.3K 0.86% 43
2019
Q4 		$4.4M Buy
95,956
+2,656
+3% +$114K 0.74% 51
2019
Q3 		$3.76M Buy
93,300
+7,730
+9% +$309K 0.74% 54
2019
Q2 		$3.34M Buy
85,570
+4,960
+6% +$189K 0.68% 56
2019
Q1 		$2.98M Buy
80,610
+2,090
+3% +$71.5K 0.63% 58
2018
Q4 		$2.43M Buy
78,520
+6,380
+9% +$216K 0.61% 55
2018
Q3 		$2.72M Buy
72,140
+1,720
+2% +$63.1K 0.59% 65
2018
Q2 		$2.45M Buy
70,420
+1,170
+2% +$40.1K 0.58% 63
2018
Q1 		$2.27M Sell
69,250
-630
-0.9% -$21.2K 0.56% 63
2017
Q4 		$2.23M Buy
69,880
+1,190
+2% +$37.3K 0.54% 64
2017
Q3 		$2.03M Buy
68,690
+720
+1% +$20.7K 0.54% 66
2017
Q2 		$1.86M Buy
67,970
+11,360
+20% +$313K 0.51% 66
2017
Q1 		$1.51M Buy
56,610
+5,750
+11% +$148K 0.49% 67
2016
Q4 		$1.23M Buy
50,860
+42,130
+483% +$1.01M 0.45% 70
2016
Q3 		$209K Buy
+8,730
New +$203K 0.08% 151

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
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
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

Segment Wealth Management's XLK Position: Q2 2026 in Review

Segment Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 22,612 shares worth $4.31M. The position accounts for 0.22% of the portfolio, ranked #84.

Segment Wealth Management first reported a position in XLK in Q3 2016 and has held it in 40 quarters since. The position peaked at $5.9M in Q4 2021. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Segment Wealth Management held 22,612 shares of State Street Technology Select Sector SPDR ETF worth $4.31M as of Q2 2026.
  • Segment Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.22% of Segment Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Segment Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
  • Segment Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.9M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.