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

Tradition 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	$2.2M	Buy	11,546 +53	+0.5%	+$9.06K	0.13%	147
2026 Q1	$1.53M	Sell	11,493 -745	-6%	-$105K	0.11%	163
2025 Q4	$1.76M	Sell	12,238 -554	-4%	-$80K	0.13%	147
2025 Q3	$1.8M	Sell	12,792 -932	-7%	-$123K	0.13%	145
2025 Q2	$1.74M	Sell	13,724 -432	-3%	-$47.9K	0.14%	137
2025 Q1	$1.46M	Buy	14,156 +14	+0.1%	+$1.59K	0.13%	144
2024 Q4	$1.64M	Sell	14,142 -48	-0.3%	-$5.58K	0.14%	128
2024 Q3	$1.6M	Buy	14,190 +994	+8%	+$109K	0.14%	124
2024 Q2	$1.49M	Buy	13,196 +244	+2%	+$25.7K	0.14%	124
2024 Q1	$1.35M	Buy	12,952 +956	+8%	+$96.7K	0.14%	127
2023 Q4	$1.15M	Buy	11,996 +4	+0%	+$356	0.12%	123
2023 Q3	$983K	Buy	11,992 +2	+0%	+$172	0.12%	120
2023 Q2	$1.04M	Sell	11,990 -440	-4%	-$34.7K	0.12%	115
2023 Q1	$939K	Sell	12,430 -80	-0.6%	-$5.5K	0.12%	117
2022 Q4	$778K	Sell	12,510 -168	-1%	-$10.7K	0.11%	126
2022 Q3	$753K	Sell	12,678 -1,416	-10%	-$96.6K	0.11%	123
2022 Q2	$896K	Sell	14,094 -762	-5%	-$53.1K	0.13%	116
2022 Q1	$1.18M	Sell	14,856 -2,288	-13%	-$180K	0.15%	116
2021 Q4	$1.49M	Buy	17,144 +550	+3%	+$45.3K	0.19%	109
2021 Q3	$1.24M	Sell	16,594 -200	-1%	-$15.4K	0.18%	112
2021 Q2	$1.24M	Buy	16,794 +40	+0.2%	+$2.8K	0.19%	113
2021 Q1	$1.11M	Sell	16,754 -804	-5%	-$53.1K	0.19%	100
2020 Q4	$1.14M	Buy	+17,558	New	+$1.07M	0.22%	94

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

Tradition Wealth Management's XLK Position: Q2 2026 in Review

Tradition Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.46% in Q2 2026, buying an estimated $9.06K and bringing the position to 11,546 shares worth $2.2M. The position accounts for 0.13% of the portfolio, ranked #147.

Tradition Wealth Management first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Tradition Wealth Management held 11,546 shares of State Street Technology Select Sector SPDR ETF worth $2.2M as of Q2 2026.
Tradition Wealth Management bought 53 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.06K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Tradition Wealth Management's portfolio in Q2 2026, its #147 holding.
Tradition Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.