Tanglewood Wealth Management’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
$1.71M Buy
8,999
+936
+12% +$160K 0.15% 22
2026
Q1
$1.07M Sell
8,063
-402
-5% -$56.6K 0.09% 25
2025
Q4
$1.22M Sell
8,465
-3,307
-28% -$478K 0.11% 21
2025
Q3
$1.66M Buy
11,772
+524
+5% +$69.4K 0.15% 22
2025
Q2
$1.42M Buy
11,248
+466
+4% +$51.7K 0.14% 23
2025
Q1
$1.11M Sell
10,782
-3,144
-23% -$356K 0.13% 25
2024
Q4
$1.62M Buy
13,926
+5,476
+65% +$637K 0.19% 21
2024
Q3
$954K Sell
8,450
-108
-1% -$11.9K 0.11% 23
2024
Q2
$968K Sell
8,558
-298
-3% -$31.4K 0.12% 21
2024
Q1
$922K Sell
8,856
-1,286
-13% -$130K 0.11% 21
2023
Q4
$976K Buy
10,142
+2,536
+33% +$226K 0.12% 20
2023
Q3
$623K Sell
7,606
-2,628
-26% -$225K 0.11% 19
2023
Q2
$890K Buy
10,234
+1,654
+19% +$130K 0.13% 19
2023
Q1
$648K Buy
8,580
+2,198
+34% +$151K 0.09% 25
2022
Q4
$397K Sell
6,382
-12,764
-67% -$811K 0.06% 30
2022
Q3
$1.14M Buy
19,146
+9,362
+96% +$639K 0.17% 24
2022
Q2
$622K Buy
+9,784
New +$682K 0.08% 26

Other funds holding XLK

Tanglewood Wealth Management's XLK Position: Q2 2026 in Review

Tanglewood Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, buying an estimated $160K and bringing the position to 8,999 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #22.

Tanglewood Wealth Management first reported a position in XLK in Q2 2022 and has held it in 17 quarters since. 1,154 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Tanglewood Wealth Management held 8,999 shares of State Street Technology Select Sector SPDR ETF worth $1.71M as of Q2 2026.
  • Tanglewood Wealth Management bought 936 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
  • State Street Technology Select Sector SPDR ETF made up 0.15% of Tanglewood Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Tanglewood Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,154 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.