TA
XLK icon

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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 955 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.
  • 955 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.