Solutions 4 Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Solutions 4 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	$4.64M	Buy	24,333 +18	+0.1%	+$3.08K	5.98%	4
2026 Q1	$3.23M	Sell	24,315 -460	-2%	-$64.8K	4.86%	4
2025 Q4	$3.57M	Buy	24,775 +3	+0%	+$433	5.39%	4
2025 Q3	$3.49M	Sell	24,772 -74	-0.3%	-$9.8K	5.42%	4
2025 Q2	$3.15M	Buy	24,846 +1,026	+4%	+$114K	5.24%	4
2025 Q1	$2.46M	Sell	23,820 -346	-1%	-$39.2K	4.34%	5
2024 Q4	$2.81M	Buy	24,166 +322	+1%	+$37.5K	5.09%	5
2024 Q3	$2.69M	Sell	23,844 -268	-1%	-$29.4K	5.26%	3
2024 Q2	$2.73M	Sell	24,112 -1,658	-6%	-$175K	6.18%	3
2024 Q1	$2.68M	Sell	25,770 -156	-0.6%	-$15.8K	7.54%	2
2023 Q4	$2.5M	Buy	+25,926	New	+$2.31M	8.15%	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

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

Solutions 4 Wealth's XLK Position: Q2 2026 in Review

Solutions 4 Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.07% in Q2 2026, buying an estimated $3.08K and bringing the position to 24,333 shares worth $4.64M. The position accounts for 5.98% of the portfolio, ranked #4.

Solutions 4 Wealth first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Solutions 4 Wealth held 24,333 shares of State Street Technology Select Sector SPDR ETF worth $4.64M as of Q2 2026.
Solutions 4 Wealth bought 18 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.08K.
State Street Technology Select Sector SPDR ETF made up 5.98% of Solutions 4 Wealth's portfolio in Q2 2026, its #4 holding.
Solutions 4 Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.