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SWMG LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SWMG LLC’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 		$1.95M Sell
10,646
-394
-4% -$67.3K 0.46% 25
2026
Q1 		$1.47M Buy
11,040
+21
+0.2% +$2.96K 0.42% 27
2025
Q4 		$1.56M Sell
11,019
-705
-6% -$102K 0.43% 29
2025
Q3 		$1.69M Sell
11,724
-230
-2% -$30.5K 0.51% 28
2025
Q2 		$1.58M Buy
11,954
+284
+2% +$31.5K 0.53% 27
2025
Q1 		$1.22M Sell
11,670
-1,616
-12% -$183K 0.48% 34
2024
Q4 		$1.6M Buy
13,286
+1,152
+9% +$134K 0.64% 27
2024
Q3 		$1.43M Buy
12,134
+1,278
+12% +$140K 0.59% 29
2024
Q2 		$1.23M Buy
10,856
+712
+7% +$75K 0.55% 31
2024
Q1 		$1.06M Buy
10,144
+966
+11% +$97.7K 0.48% 39
2023
Q4 		$883K Sell
9,178
-6,586
-42% -$586K 0.42% 44
2023
Q3 		$1.29M Buy
15,764
+3,950
+33% +$339K 0.68% 29
2023
Q2 		$1.03M Buy
11,814
+2,754
+30% +$217K 0.54% 30
2023
Q1 		$684K Buy
+9,060
New +$623K 0.38% 37

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWMG LLC's XLK Position: Q2 2026 in Review

SWMG LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q2 2026, selling an estimated $67.3K and leaving 10,646 shares worth $1.95M. The position accounts for 0.46% of the portfolio, ranked #25.

SWMG LLC first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • SWMG LLC held 10,646 shares of State Street Technology Select Sector SPDR ETF worth $1.95M as of Q2 2026.
  • SWMG LLC sold 394 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $67.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.46% of SWMG LLC's portfolio in Q2 2026, its #25 holding.
  • SWMG LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.