TRUE Private Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TRUE Private Wealth Advisors’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	$1.91M	Buy	+10,045	New	+$1.72M	0.17%	85
2026 Q1	–	Sell	-2,543	Closed	-$366K	–	292
2025 Q4	$366K	Buy	2,543 +1,095	+76%	+$158K	0.04%	193
2025 Q3	$204K	Buy	+1,448	New	+$192K	0.02%	256
2025 Q1	–	Sell	-2,752	Closed	-$320K	–	243
2024 Q4	$320K	Sell	2,752 -28	-1%	-$3.26K	0.04%	177
2024 Q3	$314K	Sell	2,780 -118	-4%	-$13K	0.04%	165
2024 Q2	$328K	Sell	2,898 -106	-4%	-$11.2K	0.04%	213
2024 Q1	$313K	Buy	3,004 +28	+0.9%	+$2.83K	0.04%	225
2023 Q4	$286K	Buy	2,976 +120	+4%	+$10.7K	0.04%	226
2023 Q3	$234K	Buy	2,856 +32	+1%	+$2.74K	0.03%	230
2023 Q2	$245K	Sell	2,824 -106	-4%	-$8.36K	0.04%	202
2023 Q1	$221K	Buy	+2,930	New	+$202K	0.03%	207
2022 Q1	–	Sell	-15,590	Closed	-$1.35M	–	277
2021 Q4	$1.35M	Buy	15,590 +3,614	+30%	+$298K	0.19%	75
2021 Q3	$894K	Buy	+11,976	New	+$924K	0.13%	97
2020 Q1	–	Sell	-1,062	Closed	-$48K	–	854
2019 Q4	$48K	Buy	+1,062	New	+$45.5K	0.01%	377
2019 Q3	–	Sell	-1,056	Closed	-$41K	–	731
2019 Q2	$41K	Buy	+1,056	New	+$40.3K	0.01%	370
2018 Q4	–	Sell	-1,044	Closed	-$39.3K	–	929
2018 Q3	$39.3K	Buy	+1,044	New	+$38.3K	0.01%	491

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TRUE Private Wealth Advisors's XLK Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 10,045 shares worth $1.91M. The stake represents 0.17% of the portfolio and ranks #85 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in XLK as recently as Q4 2025.

TRUE Private Wealth Advisors first reported a position in XLK in Q3 2018 and has held it in 16 quarters since. 861 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TRUE Private Wealth Advisors held 10,045 shares of State Street Technology Select Sector SPDR ETF worth $1.91M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #85 holding.
TRUE Private Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 16 quarters since.
861 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.