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

Smith Salley 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	$1.52M	Hold	7,955	–	–	0.07%	134
2026 Q1	$1.06M	Buy	7,955 +657	+9%	+$92.6K	0.05%	148
2025 Q4	$1.05M	Buy	7,298 +200	+3%	+$28.9K	0.05%	150
2025 Q3	$1M	Sell	7,098 -128	-2%	-$17K	0.05%	151
2025 Q2	$915K	Buy	7,226 +3,548	+96%	+$394K	0.05%	146
2025 Q1	$380K	Sell	3,678 -116	-3%	-$13.2K	0.02%	190
2024 Q4	$441K	Buy	3,794 +258	+7%	+$30K	0.03%	180
2024 Q3	$399K	Buy	3,536 +334	+10%	+$36.7K	0.03%	189
2024 Q2	$362K	Sell	3,202 -870	-21%	-$91.6K	0.03%	187
2024 Q1	$424K	Buy	4,072 +870	+27%	+$88K	0.03%	176
2023 Q4	$308K	Hold	3,202	–	–	0.02%	212
2023 Q3	$262K	Hold	3,202	–	–	0.02%	208
2023 Q2	$278K	Hold	3,202	–	–	0.02%	205
2023 Q1	$242K	Buy	+3,202	New	+$220K	0.02%	210
2022 Q3	–	Sell	-4,186	Closed	-$266K	–	232
2022 Q2	$266K	Buy	4,186 +856	+26%	+$59.6K	0.02%	196
2022 Q1	$265K	Hold	3,330	–	–	0.02%	209
2021 Q4	$290K	Sell	3,330 -160	-5%	-$13.2K	0.02%	214
2021 Q3	$261K	Hold	3,490	–	–	0.02%	221
2021 Q2	$258K	Sell	3,490 -306	-8%	-$21.4K	0.02%	224
2021 Q1	$252K	Sell	3,796 -94	-2%	-$6.21K	0.02%	217
2020 Q4	$253K	Buy	3,890 +2	+0.1%	+$122	0.03%	195
2020 Q3	$227K	Buy	+3,888	New	+$220K	0.03%	178

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Smith Salley Wealth Management's XLK Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,955 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #134.

Smith Salley Wealth Management first reported a position in XLK in Q3 2020 and has held it in 22 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Smith Salley Wealth Management held 7,955 shares of State Street Technology Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Smith Salley 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 0.07% of Smith Salley Wealth Management's portfolio in Q2 2026, its #134 holding.
Smith Salley Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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