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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.98M Buy
+20,886
New +$3.57M 3.5% 8
2026
Q1
Sell
-47,782
Closed -$6.88M 52
2025
Q4
$6.88M Buy
+47,782
New +$6.9M 7.39% 5
2024
Q4
Sell
-111,378
Closed -$12.6M 38
2024
Q3
$12.6M Buy
+111,378
New +$12.2M 12.85% 1
2024
Q1
Sell
-125,070
Closed -$12M 42
2023
Q4
$12M Buy
+125,070
New +$11.1M 12.22% 2

Other funds holding XLK

Surience Private Wealth's XLK Position: Q2 2026 in Review

Surience Private Wealth opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 20,886 shares worth $3.98M. The stake represents 3.5% of the portfolio and ranks #8 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in XLK as recently as Q4 2025.

Surience Private Wealth first reported a position in XLK in Q4 2023 and has held it in 4 quarters since. The position peaked at $12.6M in Q3 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Surience Private Wealth held 20,886 shares of State Street Technology Select Sector SPDR ETF worth $3.98M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Surience Private Wealth position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 3.5% of Surience Private Wealth's portfolio in Q2 2026, its #8 holding.
  • Surience Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • Surience Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $12.6M in Q3 2024.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.