Tower View Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Tower View 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	$39.8K	Buy	209 +1	+0.5%	+$171	0.02%	110
2026 Q1	$27.7K	Sell	208 -3	-1%	-$423	0.01%	113
2025 Q4	$30.4K	Sell	211 -31	-13%	-$4.48K	0.02%	96
2025 Q3	$34.1K	Sell	242 -40	-14%	-$5.3K	0.02%	93
2025 Q2	$35.6K	Buy	282 +2	+0.7%	+$222	0.02%	104
2025 Q1	$29K	Sell	280 -44	-14%	-$4.99K	0.02%	93
2024 Q4	$37.7K	Buy	324 +44	+16%	+$5.12K	0.02%	88
2024 Q3	$31.6K	Hold	280	–	–	0.02%	94
2024 Q2	$31.7K	Hold	280	–	–	0.02%	91
2024 Q1	$29.2K	Buy	280 +112	+67%	+$11.3K	0.02%	96
2023 Q4	$16K	Sell	168 -18	-10%	-$1.6K	0.01%	116
2023 Q3	$15K	Sell	186 -30	-14%	-$2.57K	0.01%	108
2023 Q2	$19K	Buy	+216	New	+$17K	0.01%	101

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

Tower View Wealth Management's XLK Position: Q2 2026 in Review

Tower View Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.48% in Q2 2026, buying an estimated $171 and bringing the position to 209 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #110.

Tower View Wealth Management first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Tower View Wealth Management held 209 shares of State Street Technology Select Sector SPDR ETF worth $39.8K as of Q2 2026.
Tower View Wealth Management bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.02% of Tower View Wealth Management's portfolio in Q2 2026, its #110 holding.
Tower View Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.