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

Serenus 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	$11M	Buy	57,814 +106	+0.2%	+$18.1K	1.92%	11
2026 Q1	$7.67M	Sell	57,708 -1,285	-2%	-$181K	1.53%	10
2025 Q4	$8.49M	Sell	58,993 -1,219	-2%	-$176K	1.64%	9
2025 Q3	$8.49M	Sell	60,212 -404	-0.7%	-$53.5K	1.45%	9
2025 Q2	$7.67M	Sell	60,616 -38,850	-39%	-$4.31M	1.3%	9
2025 Q1	$10.3M	Sell	99,466 -10,460	-10%	-$1.19M	1.7%	8
2024 Q4	$12.8M	Buy	+109,926	New	+$12.8M	2.22%	8

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Serenus Wealth Advisors's XLK Position: Q2 2026 in Review

Serenus Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.18% in Q2 2026, buying an estimated $18.1K and bringing the position to 57,814 shares worth $11M. The position accounts for 1.92% of the portfolio, ranked #11.

Serenus Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2024. 2,669 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Serenus Wealth Advisors held 57,814 shares of State Street Technology Select Sector SPDR ETF worth $11M as of Q2 2026.
Serenus Wealth Advisors bought 106 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
State Street Technology Select Sector SPDR ETF made up 1.92% of Serenus Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Serenus Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $12.8M in Q4 2024.
2,669 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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