TradeWell Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TradeWell Securities’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	$29.4M	Sell	154,489 -4,006	-3%	-$684K	10.51%	3
2026 Q1	$21.1M	Sell	158,495 -1,894	-1%	-$267K	8.89%	3
2025 Q4	$23.1M	Sell	160,389 -7,733	-5%	-$1.12M	8.99%	3
2025 Q3	$23.9M	Sell	168,122 -2,816	-2%	-$373K	10.06%	3
2025 Q2	$21.6M	Sell	170,938 -1,472	-0.9%	-$163K	10.35%	3
2025 Q1	$17.8M	Buy	172,410 +286	+0.2%	+$32.4K	9.81%	3
2024 Q4	$20M	Buy	+172,124	New	+$20M	10.37%	3

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

TradeWell Securities's XLK Position: Q2 2026 in Review

TradeWell Securities reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q2 2026, selling an estimated $684K and leaving 154,489 shares worth $29.4M. The position accounts for 10.51% of the portfolio, ranked #3.

TradeWell Securities first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TradeWell Securities held 154,489 shares of State Street Technology Select Sector SPDR ETF worth $29.4M as of Q2 2026.
TradeWell Securities sold 4,006 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $684K.
State Street Technology Select Sector SPDR ETF made up 10.51% of TradeWell Securities's portfolio in Q2 2026, its #3 holding.
TradeWell Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.