Two West Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Two West Capital 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	$703K	Sell	4,002 -1,298	-24%	-$222K	0.35%	52
2026 Q1	$843K	Sell	5,300 -384	-7%	-$54.1K	0.45%	43
2025 Q4	$818K	Buy	5,684 +1,638	+40%	+$237K	0.48%	37
2025 Q3	$594K	Buy	4,046 +690	+21%	+$91.4K	0.36%	46
2025 Q2	$440K	Buy	3,356 +176	+6%	+$19.5K	0.29%	58
2025 Q1	$315K	Sell	3,180 -798	-20%	-$90.5K	0.26%	52
2024 Q4	$462K	Buy	3,978 +1,148	+41%	+$134K	0.4%	39
2024 Q3	$319K	Buy	2,830 +2	+0.1%	+$220	0.26%	49
2024 Q2	$320K	Buy	+2,828	New	+$298K	0.31%	43

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

Two West Capital Advisors's XLK Position: Q2 2026 in Review

Two West Capital Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q2 2026, selling an estimated $222K and leaving 4,002 shares worth $703K. The position accounts for 0.35% of the portfolio, ranked #52.

Two West Capital Advisors first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $843K in Q1 2026. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Two West Capital Advisors held 4,002 shares of State Street Technology Select Sector SPDR ETF worth $703K as of Q2 2026.
Two West Capital Advisors sold 1,298 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $222K.
State Street Technology Select Sector SPDR ETF made up 0.35% of Two West Capital Advisors's portfolio in Q2 2026, its #52 holding.
Two West Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $843K in Q1 2026.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.