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

Smallwood Wealth Investment 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	$222K	Hold	1,164	–	–	0.1%	88
2026 Q1	$155K	Hold	1,164	–	–	0.08%	90
2025 Q4	$168K	Hold	1,164	–	–	0.09%	91
2025 Q3	$164K	Hold	1,164	–	–	0.08%	92
2025 Q2	$147K	Buy	1,164 +260	+29%	+$28.9K	0.08%	92
2025 Q1	$93.3K	Buy	+904	New	+$102K	0.06%	119

Other funds holding XLK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Smallwood Wealth Investment Management's XLK Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,164 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #88.

Smallwood Wealth Investment Management first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 1,757 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Smallwood Wealth Investment Management held 1,164 shares of State Street Technology Select Sector SPDR ETF worth $222K as of Q2 2026.
Smallwood Wealth Investment 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 0.1% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #88 holding.
Smallwood Wealth Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,757 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.