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

SK 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	$317K	Sell	1,700 -218	-11%	-$37.2K	0.07%	67
2026 Q1	$262K	Sell	1,918 -220	-10%	-$31K	0.07%	66
2025 Q4	$314K	Sell	2,138 -586	-22%	-$84.6K	0.09%	64
2025 Q3	$395K	Buy	2,724 +4	+0.1%	+$530	0.15%	60
2025 Q2	$351K	Sell	2,720 -64	-2%	-$7.1K	0.15%	56
2025 Q1	$261K	Buy	2,784 +6	+0.2%	+$680	0.14%	60
2024 Q4	$323K	Hold	2,778	–	–	0.16%	53
2024 Q3	$330K	Buy	+2,778	New	+$305K	0.17%	53

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SK Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, selling an estimated $37.2K and leaving 1,700 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #67.

SK Wealth Management first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $395K in Q3 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SK Wealth Management held 1,700 shares of State Street Technology Select Sector SPDR ETF worth $317K as of Q2 2026.
SK Wealth Management sold 218 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
State Street Technology Select Sector SPDR ETF made up 0.07% of SK Wealth Management's portfolio in Q2 2026, its #67 holding.
SK Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $395K in Q3 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.