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

Unique Wealth’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	$854K	Buy	4,482 +74	+2%	+$12.6K	0.1%	108
2026 Q1	$586K	Buy	4,408 +1,848	+72%	+$260K	0.08%	113
2025 Q4	$369K	Buy	2,560 +312	+14%	+$45.1K	0.05%	139
2025 Q3	$317K	Buy	+2,248	New	+$298K	0.05%	146
2023 Q1	–	Sell	-7,086	Closed	-$441K	–	68
2022 Q4	$441K	Buy	+7,086	New	+$450K	0.24%	31

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Unique Wealth's XLK Position: Q2 2026 in Review

Unique Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,482 shares worth $854K. The position accounts for 0.1% of the portfolio, ranked #108.

Unique Wealth first reported a position in XLK in Q4 2022 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Unique Wealth held 4,482 shares of State Street Technology Select Sector SPDR ETF worth $854K as of Q2 2026.
Unique Wealth bought 74 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #108 holding.
Unique Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.