TrueWealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TrueWealth 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	$914K	Sell	4,799 -35	-0.7%	-$5.98K	0.21%	100
2026 Q1	$642K	Buy	4,834 +188	+4%	+$26.5K	0.16%	118
2025 Q4	$669K	Sell	4,646 -84	-2%	-$12.1K	0.17%	107
2025 Q3	$667K	Buy	4,730 +28	+0.6%	+$3.71K	0.18%	108
2025 Q2	$595K	Sell	4,702 -252	-5%	-$28K	0.18%	104
2025 Q1	$511K	Buy	4,954 +118	+2%	+$13.4K	0.17%	107
2024 Q4	$562K	Sell	4,836 -184	-4%	-$21.4K	0.19%	100
2024 Q3	$567K	Sell	5,020 -58	-1%	-$6.37K	0.19%	97
2024 Q2	$574K	Buy	5,078 +380	+8%	+$40K	0.21%	86
2024 Q1	$489K	Buy	4,698 +160	+4%	+$16.2K	0.19%	95
2023 Q4	$437K	Sell	4,538 -122	-3%	-$10.9K	0.17%	98
2023 Q3	$382K	Buy	4,660 +22	+0.5%	+$1.89K	0.16%	102
2023 Q2	$403K	Sell	4,638 -532	-10%	-$41.9K	0.17%	99
2023 Q1	$390K	Buy	5,170 +22	+0.4%	+$1.51K	0.16%	96
2022 Q4	$320K	Buy	5,148 +2	+0%	+$127	0.14%	125
2022 Q3	$306K	Buy	5,146 +562	+12%	+$38.4K	0.15%	114
2022 Q2	$291K	Sell	4,584 -2,906	-39%	-$202K	0.14%	121
2022 Q1	$651K	Hold	7,490	–	–	0.29%	73
2021 Q4	$651K	Sell	7,490 -292	-4%	-$24K	0.29%	73
2021 Q3	$581K	Sell	7,782 -392	-5%	-$30.2K	0.33%	65
2021 Q2	$603K	Buy	8,174 +786	+11%	+$55.1K	0.35%	57
2021 Q1	$520K	Buy	7,388 +3,520	+91%	+$232K	0.34%	63
2020 Q4	$251K	Buy	+3,868	New	+$236K	0.22%	73

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

TrueWealth Advisors's XLK Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.72% in Q2 2026, selling an estimated $5.98K and leaving 4,799 shares worth $914K. The position accounts for 0.21% of the portfolio, ranked #100.

TrueWealth Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TrueWealth Advisors held 4,799 shares of State Street Technology Select Sector SPDR ETF worth $914K as of Q2 2026.
TrueWealth Advisors sold 35 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.98K.
State Street Technology Select Sector SPDR ETF made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #100 holding.
TrueWealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.