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

SkyOak Wealth’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	$13.2M	Sell	69,234 -164	-0.2%	-$28K	2.16%	11
2026 Q1	$9.22M	Sell	69,398 -2,507	-3%	-$353K	1.69%	11
2025 Q4	$10.4M	Sell	71,905 -743	-1%	-$107K	1.86%	11
2025 Q3	$10.2M	Sell	72,648 -3,676	-5%	-$487K	1.93%	11
2025 Q2	$9.66M	Buy	76,324 +4,678	+7%	+$519K	1.94%	11
2025 Q1	$7.4M	Sell	71,646 -1,204	-2%	-$137K	1.62%	14
2024 Q4	$8.47M	Sell	72,850 -1,206	-2%	-$140K	1.81%	13
2024 Q3	$8.36M	Buy	74,056 +98	+0.1%	+$10.8K	1.85%	12
2024 Q2	$8.37M	Sell	73,958 -1,062	-1%	-$112K	1.95%	10
2024 Q1	$7.81M	Sell	75,020 -328	-0.4%	-$33.2K	1.87%	12
2023 Q4	$7.25M	Sell	75,348 -3,982	-5%	-$354K	1.89%	10
2023 Q3	$6.5M	Sell	79,330 -270	-0.3%	-$23.2K	1.9%	11
2023 Q2	$6.92M	Buy	79,600 +1,648	+2%	+$130K	1.96%	10
2023 Q1	$5.89M	Sell	77,952 -76	-0.1%	-$5.23K	1.8%	12
2022 Q4	$4.85M	Buy	78,028 +4,836	+7%	+$307K	1.63%	14
2022 Q3	$4.35M	Buy	73,192 +112	+0.2%	+$7.64K	1.56%	13
2022 Q2	$4.64M	Sell	73,080 -2,364	-3%	-$165K	1.59%	12
2022 Q1	$6M	Sell	75,444 -36,020	-32%	-$2.83M	1.67%	12
2021 Q4	$9.69M	Buy	111,464 +4,504	+4%	+$371K	2.46%	5
2021 Q3	$7.99M	Buy	106,960 +1,990	+2%	+$154K	2.15%	7
2021 Q2	$7.75M	Buy	104,970 +1,752	+2%	+$123K	2.07%	7
2021 Q1	$7.32M	Sell	103,218 -826	-0.8%	-$54.5K	2.04%	7
2020 Q4	$6.76M	Sell	104,044 -182	-0.2%	-$11.1K	2.1%	8
2020 Q3	$6.08M	Sell	104,226 -59,700	-36%	-$3.37M	2.19%	8
2020 Q2	$8.56M	Buy	163,926 +5,942	+4%	+$280K	3.16%	2
2020 Q1	$6.35M	Sell	157,984 -14,908	-9%	-$680K	3.25%	3
2019 Q4	$7.92M	Buy	+172,892	New	+$7.4M	2.46%	3

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

SkyOak Wealth's XLK Position: Q2 2026 in Review

SkyOak Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.24% in Q2 2026, selling an estimated $28K and leaving 69,234 shares worth $13.2M. The position accounts for 2.16% of the portfolio, ranked #11.

SkyOak Wealth first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SkyOak Wealth held 69,234 shares of State Street Technology Select Sector SPDR ETF worth $13.2M as of Q2 2026.
SkyOak Wealth sold 164 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $28K.
State Street Technology Select Sector SPDR ETF made up 2.16% of SkyOak Wealth's portfolio in Q2 2026, its #11 holding.
SkyOak Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.