TLWM Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TLWM Financial’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	$289K	Hold	1,518	–	–	0.05%	69
2026 Q1	$202K	Sell	1,518 -742	-33%	-$105K	0.04%	69
2025 Q4	$325K	Buy	2,260 +812	+56%	+$117K	0.06%	66
2025 Q3	$204K	Buy	+1,448	New	+$192K	0.04%	73
2025 Q2	–	Sell	-161,308	Closed	-$16.7M	–	76
2025 Q1	$16.7M	Buy	161,308 +1,542	+1%	+$175K	3.33%	11
2024 Q4	$18.6M	Buy	+159,766	New	+$18.6M	3.65%	10

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TLWM Financial's XLK Position: Q2 2026 in Review

TLWM Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,518 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #69.

TLWM Financial first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.6M in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TLWM Financial held 1,518 shares of State Street Technology Select Sector SPDR ETF worth $289K as of Q2 2026.
TLWM Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of TLWM Financial's portfolio in Q2 2026, its #69 holding.
TLWM Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
TLWM Financial's State Street Technology Select Sector SPDR ETF position peaked at $18.6M in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.