SWM
XLK icon

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

Stapp 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 		$1.66M Buy
+8,725
New +$1.49M 2.17% 18

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Stapp Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 8,725 shares worth $1.66M. The stake represents 2.17% of the portfolio and ranks #18 among its holdings.

1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Stapp Wealth Management held 8,725 shares of State Street Technology Select Sector SPDR ETF worth $1.66M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Stapp Wealth Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 2.17% of Stapp Wealth Management's portfolio in Q2 2026, its #18 holding.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.