TWG
XLK icon

The Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

The Wealth Group’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 		$1M Sell
5,274
-1,337
-20% -$228K 0.19% 40
2026
Q1 		$879K Buy
6,611
+302
+5% +$42.6K 0.2% 40
2025
Q4 		$908K Sell
6,309
-207
-3% -$29.9K 0.2% 39
2025
Q3 		$918K Sell
6,516
-496
-7% -$65.7K 0.21% 38
2025
Q2 		$888K Buy
+7,012
New +$778K 0.23% 38

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

The Wealth Group's XLK Position: Q2 2026 in Review

The Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $228K and leaving 5,274 shares worth $1M. The position accounts for 0.19% of the portfolio, ranked #40.

The Wealth Group first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • The Wealth Group held 5,274 shares of State Street Technology Select Sector SPDR ETF worth $1M as of Q2 2026.
  • The Wealth Group sold 1,337 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $228K.
  • State Street Technology Select Sector SPDR ETF made up 0.19% of The Wealth Group's portfolio in Q2 2026, its #40 holding.
  • The Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.