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

Sterling Group 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	$364K	Sell	1,908 -436	-19%	-$74.5K	0.15%	42
2026 Q1	$312K	Buy	2,344 +88	+4%	+$12.4K	0.15%	41
2025 Q4	$325K	Hold	2,256	–	–	0.16%	40
2025 Q3	$318K	Hold	2,256	–	–	0.16%	40
2025 Q2	$286K	Hold	2,256	–	–	0.16%	40
2025 Q1	$233K	Hold	2,256	–	–	0.12%	54
2024 Q4	$262K	Hold	2,256	–	–	0.14%	56
2024 Q3	$255K	Hold	2,256	–	–	0.14%	53
2024 Q2	$255K	Buy	+2,256	New	+$238K	0.15%	48
2024 Q1	–	Sell	-2,256	Closed	-$217K	–	53
2023 Q4	$217K	Buy	+2,256	New	+$201K	0.17%	50

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

Sterling Group Wealth Management's XLK Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, selling an estimated $74.5K and leaving 1,908 shares worth $364K. The position accounts for 0.15% of the portfolio, ranked #42.

Sterling Group Wealth Management first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sterling Group Wealth Management held 1,908 shares of State Street Technology Select Sector SPDR ETF worth $364K as of Q2 2026.
Sterling Group Wealth Management sold 436 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $74.5K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Sterling Group Wealth Management's portfolio in Q2 2026, its #42 holding.
Sterling Group Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.