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

SVB 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	$1.61M	Sell	8,470 -4,100	-33%	-$701K	0.1%	156
2026 Q1	$1.67M	Sell	12,570 -3,950	-24%	-$557K	0.11%	151
2025 Q4	$2.38M	Sell	16,520 -17,542	-52%	-$2.53M	0.14%	133
2025 Q3	$4.8M	Sell	34,062 -2,694	-7%	-$357K	0.26%	80
2025 Q2	$4.65M	Sell	36,756 -14,646	-28%	-$1.63M	0.25%	81
2025 Q1	$5.31M	Sell	51,402 -7,170	-12%	-$813K	0.22%	55
2024 Q4	$6.81M	Buy	+58,572	New	+$6.81M	0.13%	108
2024 Q3	–	Sell	-62,292	Closed	-$7.05M	–	638
2024 Q2	$7.05M	Buy	62,292 +2,860	+5%	+$301K	0.17%	123
2024 Q1	$6.19M	Sell	59,432 -7,214	-11%	-$730K	0.14%	147
2023 Q4	$6.41M	Buy	66,646 +1,788	+3%	+$159K	0.16%	142
2023 Q3	$5.32M	Sell	64,858 -380	-0.6%	-$32.6K	0.12%	147
2023 Q2	$5.67M	Sell	65,238 -11,672	-15%	-$920K	0.1%	154
2023 Q1	$5.81M	Sell	76,910 -13,384	-15%	-$921K	0.08%	163
2022 Q4	$5.62M	Sell	90,294 -2,388	-3%	-$152K	0.08%	168
2022 Q3	$5.5M	Buy	92,682 +1,764	+2%	+$120K	0.08%	161
2022 Q2	$5.78M	Sell	90,918 -70	-0.1%	-$4.88K	0.09%	142
2022 Q1	$7.23M	Buy	90,988 +11,016	+14%	+$865K	0.1%	133
2021 Q4	$6.95M	Buy	79,972 +5,292	+7%	+$436K	0.11%	126
2021 Q3	$5.58M	Buy	74,680 +2,728	+4%	+$210K	0.07%	160
2021 Q2	$5.31M	Sell	71,952 -1,134	-2%	-$79.4K	0.07%	165
2021 Q1	$4.85M	Sell	73,086 -5,408	-7%	-$357K	0.07%	159
2020 Q4	$5.1M	Buy	78,494 +2,362	+3%	+$144K	0.07%	158
2020 Q3	$4.44M	Sell	76,132 -1,832	-2%	-$104K	0.07%	157
2020 Q2	$4.07M	Buy	77,964 +6,032	+8%	+$284K	0.08%	149
2020 Q1	$2.89M	Buy	71,932 +556	+0.8%	+$25.4K	0.07%	152
2019 Q4	$3.27M	Sell	71,376 -17,580	-20%	-$753K	0.06%	164
2019 Q3	$3.58M	Sell	88,956 -2	-0%	-$80	0.07%	146
2019 Q2	$3.47M	Buy	+88,958	New	+$3.39M	0.12%	150

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

SVB Wealth's XLK Position: Q2 2026 in Review

SVB Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q2 2026, selling an estimated $701K and leaving 8,470 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #156.

SVB Wealth first reported a position in XLK in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.23M in Q1 2022. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SVB Wealth held 8,470 shares of State Street Technology Select Sector SPDR ETF worth $1.61M as of Q2 2026.
SVB Wealth sold 4,100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $701K.
State Street Technology Select Sector SPDR ETF made up 0.1% of SVB Wealth's portfolio in Q2 2026, its #156 holding.
SVB Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
SVB Wealth's State Street Technology Select Sector SPDR ETF position peaked at $7.23M in Q1 2022.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.