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

Stone Summit 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	$358K	Sell	1,877 -178	-9%	-$30.4K	0.09%	119
2026 Q1	$273K	Sell	2,055 -221	-10%	-$31.1K	0.08%	129
2025 Q4	$328K	Sell	2,276 -494	-18%	-$71.3K	0.09%	121
2025 Q3	$390K	Sell	2,770 -236	-8%	-$31.3K	0.11%	109
2025 Q2	$381K	Sell	3,006 -18	-0.6%	-$2K	0.12%	113
2025 Q1	$312K	Sell	3,024 -468	-13%	-$53.1K	0.11%	118
2024 Q4	$406K	Sell	3,492 -454	-12%	-$52.8K	0.14%	109
2024 Q3	$445K	Sell	3,946 -100	-2%	-$11K	0.14%	107
2024 Q2	$458K	Sell	4,046 -212	-5%	-$22.3K	0.16%	99
2024 Q1	$443K	Sell	4,258 -156	-4%	-$15.8K	0.15%	103
2023 Q4	$425K	Sell	4,414 -80	-2%	-$7.12K	0.16%	109
2023 Q3	$368K	Sell	4,494 -110	-2%	-$9.43K	0.16%	112
2023 Q2	$400K	Sell	4,604 -66	-1%	-$5.2K	0.17%	106
2023 Q1	$353K	Sell	4,670 -250	-5%	-$17.2K	0.16%	108
2022 Q4	$306K	Buy	4,920 +1,130	+30%	+$71.8K	0.15%	113
2022 Q3	$225K	Sell	3,790 -486	-11%	-$33.2K	0.14%	121
2022 Q2	$272K	Sell	4,276 -300	-7%	-$20.9K	0.16%	116
2022 Q1	$367K	Sell	4,576 -1,620	-26%	-$127K	0.21%	103
2021 Q4	$539K	Buy	+6,196	New	+$510K	0.44%	71

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stone Summit Wealth's XLK Position: Q2 2026 in Review

Stone Summit Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.7% in Q2 2026, selling an estimated $30.4K and leaving 1,877 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #119.

Stone Summit Wealth first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $539K in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stone Summit Wealth held 1,877 shares of State Street Technology Select Sector SPDR ETF worth $358K as of Q2 2026.
Stone Summit Wealth sold 178 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $30.4K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Stone Summit Wealth's portfolio in Q2 2026, its #119 holding.
Stone Summit Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Stone Summit Wealth's State Street Technology Select Sector SPDR ETF position peaked at $539K in Q4 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.