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

Shira Ridge 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	$315K	Hold	1,652	–	–	0.11%	64
2026 Q1	$220K	Hold	1,652	–	–	0.09%	72
2025 Q4	$238K	Sell	1,652 -78	-5%	-$11.3K	0.1%	69
2025 Q3	$244K	Sell	1,730 -4	-0.2%	-$530	0.1%	74
2025 Q2	$220K	Buy	+1,734	New	+$192K	0.1%	75
2025 Q1	–	Sell	-1,740	Closed	-$202K	–	83
2024 Q4	$202K	Buy	+1,740	New	+$202K	0.1%	77

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Shira Ridge Wealth Management's XLK Position: Q2 2026 in Review

Shira Ridge Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,652 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #64.

Shira Ridge Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 1,142 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Shira Ridge Wealth Management held 1,652 shares of State Street Technology Select Sector SPDR ETF worth $315K as of Q2 2026.
Shira Ridge 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 0.11% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #64 holding.
Shira Ridge Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,142 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.