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

Stockman 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	$13.9M	Sell	72,833 -3,483	-5%	-$595K	1.43%	25
2026 Q1	$10.1M	Buy	76,316 +2,718	+4%	+$383K	1.12%	36
2025 Q4	$10.6M	Buy	73,598 +116	+0.2%	+$16.8K	1.23%	33
2025 Q3	$10.4M	Sell	73,482 -2,018	-3%	-$267K	1.29%	32
2025 Q2	$9.56M	Buy	75,500 +2,360	+3%	+$262K	1.3%	32
2025 Q1	$7.55M	Buy	73,140 +8,598	+13%	+$975K	1.12%	36
2024 Q4	$7.5M	Buy	64,542 +1,168	+2%	+$136K	1.17%	32
2024 Q3	$7.15M	Buy	63,374 +1,138	+2%	+$125K	1.11%	34
2024 Q2	$7.04M	Sell	62,236 -2,688	-4%	-$283K	1.23%	31
2024 Q1	$6.76M	Buy	64,924 +2,206	+4%	+$223K	1.19%	35
2023 Q4	$6.04M	Sell	62,718 -954	-1%	-$84.9K	1.2%	34
2023 Q3	$5.22M	Sell	63,672 -1,274	-2%	-$109K	1.15%	34
2023 Q2	$5.65M	Buy	64,946 +318	+0.5%	+$25.1K	1.21%	34
2023 Q1	$4.88M	Buy	64,628 +5,660	+10%	+$390K	1.09%	36
2022 Q4	$3.67M	Buy	58,968 +50,438	+591%	+$3.2M	0.84%	40
2022 Q3	$507K	Sell	8,530 -240	-3%	-$16.4K	0.14%	93
2022 Q2	$557K	Buy	8,770 +240	+3%	+$16.7K	0.14%	92
2022 Q1	$678K	Hold	8,530	–	–	0.14%	88
2021 Q4	$742K	Hold	8,530	–	–	0.15%	86
2021 Q3	$637K	Sell	8,530 -60	-0.7%	-$4.63K	0.14%	95
2021 Q2	$634K	Hold	8,590	–	–	0.15%	95
2021 Q1	$570K	Sell	8,590 -50	-0.6%	-$3.3K	0.16%	95
2020 Q4	$562K	Buy	8,640 +110	+1%	+$6.7K	0.17%	93
2020 Q3	$498K	Buy	8,530 +10	+0.1%	+$565	0.18%	86
2020 Q2	$445K	Sell	8,520 -366	-4%	-$17.2K	0.17%	99
2020 Q1	$357K	Hold	8,886	–	–	0.16%	99
2019 Q4	$407K	Buy	+8,886	New	+$380K	0.14%	110

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 22.9% 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

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

Stockman Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, selling an estimated $595K and leaving 72,833 shares worth $13.9M. The position accounts for 1.43% of the portfolio, ranked #25.

Stockman Wealth Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stockman Wealth Management held 72,833 shares of State Street Technology Select Sector SPDR ETF worth $13.9M as of Q2 2026.
Stockman Wealth Management sold 3,483 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $595K.
State Street Technology Select Sector SPDR ETF made up 1.43% of Stockman Wealth Management's portfolio in Q2 2026, its #25 holding.
Stockman Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.