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

SteelPeak 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	$20.6M	Sell	108,265 -26,666	-20%	-$4.56M	0.53%	40
2026 Q1	$17.9M	Buy	134,931 +57,040	+73%	+$8.04M	0.55%	43
2025 Q4	$11.2M	Buy	77,891 +8,667	+13%	+$1.25M	0.37%	63
2025 Q3	$9.76M	Sell	69,224 -614	-0.9%	-$81.3K	0.32%	73
2025 Q2	$8.84M	Sell	69,838 -43,670	-38%	-$4.85M	0.34%	73
2025 Q1	$11.7M	Buy	113,508 +31,828	+39%	+$3.61M	0.49%	46
2024 Q4	$9.5M	Buy	81,680 +14,044	+21%	+$1.63M	0.39%	57
2024 Q3	$7.63M	Buy	67,636 +1,608	+2%	+$177K	0.33%	66
2024 Q2	$7.47M	Sell	66,028 -9,632	-13%	-$1.01M	0.35%	65
2024 Q1	$7.88M	Buy	75,660 +12,192	+19%	+$1.23M	0.4%	59
2023 Q4	$6.11M	Sell	63,468 -34,034	-35%	-$3.03M	0.35%	74
2023 Q3	$7.99M	Buy	97,502 +14,058	+17%	+$1.21M	0.5%	49
2023 Q2	$7.25M	Buy	83,444 +23,706	+40%	+$1.87M	0.43%	56
2023 Q1	$4.51M	Sell	59,738 -50,324	-46%	-$3.46M	0.31%	73
2022 Q4	$6.85M	Buy	110,062 +10,132	+10%	+$643K	0.5%	54
2022 Q3	$5.93M	Buy	99,930 +25,466	+34%	+$1.74M	0.44%	60
2022 Q2	$4.73M	Buy	74,464 +5,156	+7%	+$359K	0.34%	64
2022 Q1	$5.51M	Buy	69,308 +6,474	+10%	+$508K	0.31%	75
2021 Q4	$5.46M	Buy	62,834 +7,070	+13%	+$582K	0.31%	72
2021 Q3	$4.16M	Sell	55,764 -2,544	-4%	-$196K	0.28%	76
2021 Q2	$4.3M	Buy	58,308 +2,358	+4%	+$165K	0.3%	75
2021 Q1	$3.71M	Buy	55,950 +1,630	+3%	+$108K	0.29%	76
2020 Q4	$3.53M	Buy	54,320 +30,944	+132%	+$1.88M	0.32%	68
2020 Q3	$1.36M	Buy	23,376 +6,356	+37%	+$359K	0.15%	109
2020 Q2	$889K	Buy	17,020 +236	+1%	+$11.1K	0.11%	133
2020 Q1	$674K	Sell	16,784 -2,558	-13%	-$117K	0.11%	129
2019 Q4	$887K	Buy	+19,342	New	+$828K	0.12%	140

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

SteelPeak Wealth's XLK Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $4.56M and leaving 108,265 shares worth $20.6M. The position accounts for 0.53% of the portfolio, ranked #40.

SteelPeak Wealth first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SteelPeak Wealth held 108,265 shares of State Street Technology Select Sector SPDR ETF worth $20.6M as of Q2 2026.
SteelPeak Wealth sold 26,666 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.56M.
State Street Technology Select Sector SPDR ETF made up 0.53% of SteelPeak Wealth's portfolio in Q2 2026, its #40 holding.
SteelPeak Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.