SWM
XLK icon

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

Selective 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 		$1.66M Hold
9,476
– – 0.44% 33
2026
Q1 		$1.51M Sell
9,476
-1,726
-15% -$243K 0.45% 33
2025
Q4 		$1.63M Buy
11,202
+120
+1% +$17.3K 0.51% 30
2025
Q3 		$1.58M Hold
11,082
– – 0.51% 29
2025
Q2 		$1.43M Hold
11,082
– – 0.52% 28
2025
Q1 		$1.1M Hold
11,082
– – 0.48% 31
2024
Q4 		$1.26M Hold
11,082
– – 0.51% 29
2024
Q3 		$1.26M Sell
11,082
-70
-0.6% -$7.68K 0.52% 31
2024
Q2 		$1.31M Buy
11,152
+20
+0.2% +$2.11K 0.58% 28
2024
Q1 		$1.14M Buy
+11,132
New +$1.13M 0.5% 32
2023
Q3 		– Sell
-2,708
Closed -$232K – 116
2023
Q2 		$232K Buy
+2,708
New +$213K 0.12% 101
2022
Q4 		– Sell
-2,412
Closed -$143K – 745
2022
Q3 		$143K Buy
2,412
+82
+4% +$5.6K 0.06% 166
2022
Q2 		$148K Sell
2,330
-1,622
-41% -$113K 0.05% 176
2022
Q1 		$314K Hold
3,952
– – 0.11% 95
2021
Q4 		$344K Hold
3,952
– – 0.14% 78
2021
Q3 		$295K Buy
3,952
+3,200
+426% +$247K 0.16% 70
2021
Q2 		$56K Sell
752
-20
-3% -$1.4K 0.04% 179
2021
Q1 		$51K Buy
772
+222
+40% +$14.7K 0.05% 127
2020
Q4 		$36K Buy
+550
New +$33.5K 0.02% 132

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Selective Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 9,476 shares worth $1.66M. The position accounts for 0.44% of the portfolio, ranked #33.

Selective Wealth Management first reported a position in XLK in Q4 2020 and has held it in 19 quarters since. 1,326 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Selective Wealth Management held 9,476 shares of State Street Technology Select Sector SPDR ETF worth $1.66M as of Q2 2026.
  • Selective 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 0.44% of Selective Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Selective Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,326 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.