Tanglewood Legacy Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Tanglewood Legacy Advisors’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	$678K	Hold	3,560	–	–	0.22%	62
2026 Q1	$473K	Hold	3,560	–	–	0.17%	75
2025 Q4	$513K	Hold	3,560	–	–	0.19%	69
2025 Q3	$502K	Hold	3,560	–	–	0.19%	66
2025 Q2	$451K	Hold	3,560	–	–	0.18%	69
2025 Q1	$368K	Hold	3,560	–	–	0.16%	71
2024 Q4	$414K	Hold	3,560	–	–	0.18%	69
2024 Q3	$402K	Hold	3,560	–	–	0.18%	65
2024 Q2	$403K	Hold	3,560	–	–	0.19%	60
2024 Q1	$371K	Hold	3,560	–	–	0.18%	64
2023 Q4	$343K	Hold	3,560	–	–	0.19%	63
2023 Q3	$292K	Hold	3,560	–	–	0.17%	67
2023 Q2	$309K	Hold	3,560	–	–	0.18%	66
2023 Q1	$269K	Hold	3,560	–	–	0.17%	62
2022 Q4	$222K	Buy	+3,560	New	+$226K	0.16%	52

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

Tanglewood Legacy Advisors's XLK Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,560 shares worth $678K. The position accounts for 0.22% of the portfolio, ranked #62.

Tanglewood Legacy Advisors 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.

Tanglewood Legacy Advisors held 3,560 shares of State Street Technology Select Sector SPDR ETF worth $678K as of Q2 2026.
Tanglewood Legacy Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.22% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #62 holding.
Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.