SHP Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
APTFM
SHP Wealth Management's XLK Position: Q2 2026 in Review
SHP Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q2 2026, buying an estimated $82.4K and bringing the position to 1,949 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #210.
SHP Wealth Management first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,670 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- SHP Wealth Management held 1,949 shares of State Street Technology Select Sector SPDR ETF worth $371K as of Q2 2026.
- SHP Wealth Management bought 482 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $82.4K.
- State Street Technology Select Sector SPDR ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #210 holding.
- SHP Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 2,670 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.