Sound View Wealth Advisors Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sound View Wealth Advisors Group’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	$17.1M	Buy	89,670 +893	+1%	+$153K	1.06%	25
2026 Q1	$11.8M	Sell	88,777 -814	-0.9%	-$115K	0.8%	31
2025 Q4	$12.9M	Buy	89,591 +1,433	+2%	+$207K	0.87%	30
2025 Q3	$12.4M	Buy	88,158 +2,536	+3%	+$336K	0.85%	32
2025 Q2	$10.8M	Buy	85,622 +3,826	+5%	+$425K	0.8%	32
2025 Q1	$8.44M	Buy	81,796 +2,330	+3%	+$264K	0.69%	41
2024 Q4	$9.24M	Buy	79,466 +6,030	+8%	+$702K	0.74%	34
2024 Q3	$8.29M	Buy	73,436 +23,276	+46%	+$2.56M	0.68%	41
2024 Q2	$5.67M	Buy	50,160 +5,534	+12%	+$583K	0.58%	48
2024 Q1	$4.65M	Sell	44,626 -7,814	-15%	-$790K	0.5%	53
2023 Q4	$5.05M	Buy	52,440 +2,236	+4%	+$199K	0.56%	46
2023 Q3	$4.11M	Buy	50,204 +12,374	+33%	+$1.06M	0.51%	50
2023 Q2	$3.29M	Buy	37,830 +3,640	+11%	+$287K	0.43%	58
2023 Q1	$2.58M	Sell	34,190 -18,250	-35%	-$1.26M	0.35%	70
2022 Q4	$5.05M	Buy	52,440 +29,856	+132%	+$1.9M	0.56%	46
2022 Q3	$1.34M	Buy	22,584 +846	+4%	+$57.7K	0.3%	83
2022 Q2	$1.38M	Buy	21,738 +3,420	+19%	+$238K	0.29%	87
2022 Q1	$1.46M	Buy	18,318 +2,828	+18%	+$222K	0.28%	89
2021 Q4	$1.35M	Buy	15,490 +1,304	+9%	+$107K	0.25%	98
2021 Q3	$1.06M	Buy	14,186 +1,506	+12%	+$116K	0.22%	109
2021 Q2	$936K	Buy	12,680 +4,712	+59%	+$330K	0.2%	117
2021 Q1	$529K	Buy	7,968 +2,700	+51%	+$178K	0.12%	151
2020 Q4	$342K	Buy	5,268 +492	+10%	+$30K	0.08%	188
2020 Q3	$279K	Buy	4,776 +184	+4%	+$10.4K	0.07%	198
2020 Q2	$240K	Buy	+4,592	New	+$216K	0.07%	210
2020 Q1	–	Sell	-4,658	Closed	-$213K	–	241
2019 Q4	$213K	Buy	+4,658	New	+$199K	0.06%	233

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

Sound View Wealth Advisors Group's XLK Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1% in Q2 2026, buying an estimated $153K and bringing the position to 89,670 shares worth $17.1M. The position accounts for 1.06% of the portfolio, ranked #25.

Sound View Wealth Advisors Group first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sound View Wealth Advisors Group held 89,670 shares of State Street Technology Select Sector SPDR ETF worth $17.1M as of Q2 2026.
Sound View Wealth Advisors Group bought 893 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $153K.
State Street Technology Select Sector SPDR ETF made up 1.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #25 holding.
Sound View Wealth Advisors Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.