Strait & Sound Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Strait & Sound 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	$1.05M	Sell	5,514 -200	-4%	-$34.2K	0.37%	61
2026 Q1	$759K	Sell	5,714 -56	-1%	-$7.89K	0.28%	76
2025 Q4	$831K	Sell	5,770 -802	-12%	-$116K	0.31%	68
2025 Q3	$926K	Hold	6,572	–	–	0.36%	62
2025 Q2	$832K	Buy	6,572 +280	+4%	+$31.1K	0.35%	61
2025 Q1	$650K	Sell	6,292 -620	-9%	-$70.3K	0.3%	71
2024 Q4	$804K	Sell	6,912 -1,182	-15%	-$138K	0.37%	51
2024 Q3	$914K	Sell	8,094 -522	-6%	-$57.3K	0.44%	41
2024 Q2	$975K	Buy	8,616 +2,748	+47%	+$289K	0.5%	34
2024 Q1	$613K	Sell	5,868 -2,000	-25%	-$202K	0.34%	48
2023 Q4	$754K	Buy	7,868 +1,988	+34%	+$177K	0.47%	40
2023 Q3	$482K	Buy	5,880 +140	+2%	+$12K	0.41%	55
2023 Q2	$499K	Sell	5,740 -86	-1%	-$6.78K	0.49%	47
2023 Q1	$440K	Sell	5,826 -408	-7%	-$28.1K	0.44%	54
2022 Q4	$409K	Buy	+6,234	New	+$396K	0.45%	55

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

Strait & Sound Wealth Management's XLK Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q2 2026, selling an estimated $34.2K and leaving 5,514 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #61.

Strait & Sound Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strait & Sound Wealth Management held 5,514 shares of State Street Technology Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Strait & Sound Wealth Management sold 200 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $34.2K.
State Street Technology Select Sector SPDR ETF made up 0.37% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #61 holding.
Strait & Sound Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.