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

Spire 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	$28M	Sell	146,887 -10,051	-6%	-$1.72M	0.85%	20
2026 Q1	$20.9M	Sell	156,938 -7,025	-4%	-$990K	0.71%	31
2025 Q4	$23.6M	Sell	163,963 -5,545	-3%	-$801K	0.79%	25
2025 Q3	$23.9M	Buy	169,508 +45,328	+37%	+$6M	0.81%	19
2025 Q2	$15.7M	Buy	124,180 +5,064	+4%	+$562K	0.56%	39
2025 Q1	$12.3M	Buy	119,116 +860	+0.7%	+$97.5K	0.39%	50
2024 Q4	$13.7M	Sell	118,256 -123,306	-51%	-$14.3M	0.43%	48
2024 Q3	$27.3M	Sell	241,562 -29,296	-11%	-$3.22M	0.92%	21
2024 Q2	$30.6M	Buy	270,858 +3,898	+1%	+$410K	1.08%	13
2024 Q1	$27.8M	Buy	266,960 +7,276	+3%	+$736K	0.5%	35
2023 Q4	$26M	Buy	259,684 +136,286	+110%	+$12.1M	0.86%	21
2023 Q3	$10.1M	Sell	123,398 -46,474	-27%	-$3.99M	0.39%	60
2023 Q2	$14.8M	Buy	169,872 +49,416	+41%	+$3.9M	0.55%	34
2023 Q1	$9.1M	Buy	120,456 +10,092	+9%	+$694K	0.35%	61
2022 Q4	$6.87M	Sell	110,364 -3,836	-3%	-$244K	0.39%	61
2022 Q3	$6.78M	Sell	114,200 -3,600	-3%	-$246K	0.41%	57
2022 Q2	$7.49M	Sell	117,800 -35,226	-23%	-$2.45M	0.31%	85
2022 Q1	$11.9M	Sell	153,026 -9,560	-6%	-$750K	0.32%	80
2021 Q4	$14.2M	Buy	162,586 +27,550	+20%	+$2.27M	0.32%	84
2021 Q3	$10.1M	Sell	135,036 -5,774	-4%	-$445K	0.27%	108
2021 Q2	$10.4M	Sell	140,810 -15,526	-10%	-$1.09M	0.28%	101
2021 Q1	$10.2M	Buy	+156,336	New	+$10.3M	0.27%	103

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

Spire Wealth Management's XLK Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q2 2026, selling an estimated $1.72M and leaving 146,887 shares worth $28M. The position accounts for 0.85% of the portfolio, ranked #20.

Spire Wealth Management first reported a position in XLK in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.6M in Q2 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Spire Wealth Management held 146,887 shares of State Street Technology Select Sector SPDR ETF worth $28M as of Q2 2026.
Spire Wealth Management sold 10,051 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.72M.
State Street Technology Select Sector SPDR ETF made up 0.85% of Spire Wealth Management's portfolio in Q2 2026, its #20 holding.
Spire Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $30.6M in Q2 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.