Taylor & Morgan Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Taylor & Morgan Wealth Management’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	$884K	Buy	4,641 +51	+1%	+$8.71K	0.44%	33
2026 Q1	$610K	Sell	4,590 -436	-9%	-$61.4K	0.35%	42
2025 Q4	$724K	Sell	5,026 -92	-2%	-$13.3K	0.41%	40
2025 Q3	$721K	Sell	5,118 -2	-0%	-$265	0.44%	33
2025 Q2	$648K	Sell	5,120 -420	-8%	-$46.6K	0.44%	35
2025 Q1	$572K	Sell	5,540 -332	-6%	-$37.6K	0.43%	39
2024 Q4	$683K	Sell	5,872 -922	-14%	-$107K	0.48%	32
2024 Q3	$767K	Buy	6,794 +302	+5%	+$33.2K	0.51%	27
2024 Q2	$734K	Sell	6,492 -14	-0.2%	-$1.47K	0.52%	26
2024 Q1	$677K	Sell	6,506 -432	-6%	-$43.7K	0.5%	29
2023 Q4	$668K	Sell	6,938 -184	-3%	-$16.4K	0.53%	30
2023 Q3	$584K	Sell	7,122 -92	-1%	-$7.89K	0.53%	31
2023 Q2	$627K	Sell	7,214 -32	-0.4%	-$2.52K	0.51%	31
2023 Q1	$547K	Sell	7,246 -68	-0.9%	-$4.68K	0.48%	36
2022 Q4	$455K	Sell	7,314 -396	-5%	-$25.1K	0.43%	46
2022 Q3	$458K	Sell	7,710 -650	-8%	-$44.4K	0.46%	46
2022 Q2	$531K	Sell	8,360 -4,268	-34%	-$297K	0.5%	42
2022 Q1	$1M	Sell	12,628 -5,348	-30%	-$420K	0.82%	27
2021 Q4	$1.56M	Buy	+17,976	New	+$1.48M	1.26%	19

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Taylor & Morgan Wealth Management's XLK Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, buying an estimated $8.71K and bringing the position to 4,641 shares worth $884K. The position accounts for 0.44% of the portfolio, ranked #33.

Taylor & Morgan Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 1,326 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Taylor & Morgan Wealth Management held 4,641 shares of State Street Technology Select Sector SPDR ETF worth $884K as of Q2 2026.
Taylor & Morgan Wealth Management bought 51 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.71K.
State Street Technology Select Sector SPDR ETF made up 0.44% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #33 holding.
Taylor & Morgan Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Taylor & Morgan Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.56M in Q4 2021.
1,326 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.