Sweeney & Michel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sweeney & Michel’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	$1.13M	Sell	6,011 -3,837	-39%	-$656K	0.3%	54
2026 Q1	$1.43M	Buy	9,848 +12	+0.1%	+$1.69K	0.42%	44
2025 Q4	$1.41M	Sell	9,836 -36	-0.4%	-$5.2K	0.42%	45
2025 Q3	$1.37M	Buy	9,872 +48	+0.5%	+$6.36K	0.46%	40
2025 Q2	$1.26M	Buy	9,824 +16	+0.2%	+$1.78K	0.45%	41
2025 Q1	$881K	Buy	+9,808	New	+$1.11M	0.39%	46
2024 Q3	$1.1M	Buy	9,548 +6	+0.1%	+$659	0.43%	44
2024 Q2	$1.12M	Sell	9,542 -626	-6%	-$65.9K	0.48%	38
2024 Q1	$1.06M	Buy	+10,168	New	+$1.03M	0.47%	37
2023 Q3	$901K	Buy	10,246 +20	+0.2%	+$1.72K	0.47%	39
2023 Q2	$871K	Buy	10,226 +20	+0.2%	+$1.58K	0.45%	40
2023 Q1	$847K	Buy	+10,206	New	+$702K	0.45%	39

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

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

Sweeney & Michel's XLK Position: Q2 2026 in Review

Sweeney & Michel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 39% in Q2 2026, selling an estimated $656K and leaving 6,011 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #54.

Sweeney & Michel first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q1 2026. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sweeney & Michel held 6,011 shares of State Street Technology Select Sector SPDR ETF worth $1.13M as of Q2 2026.
Sweeney & Michel sold 3,837 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $656K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Sweeney & Michel's portfolio in Q2 2026, its #54 holding.
Sweeney & Michel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's State Street Technology Select Sector SPDR ETF position peaked at $1.43M in Q1 2026.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.