Waddell & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Waddell & Associates’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	$1.11M	Hold	5,847	–	–	0.06%	121
2026 Q1	$777K	Buy	5,847 +181	+3%	+$25.5K	0.04%	142
2025 Q4	$816K	Sell	5,666 -58	-1%	-$8.38K	0.06%	111
2025 Q3	$807K	Buy	5,724 +3,774	+194%	+$500K	0.07%	87
2025 Q2	$247K	Sell	1,950 -70	-3%	-$7.77K	0.03%	199
2025 Q1	$209K	Buy	+2,020	New	+$229K	0.03%	154

Other funds holding XLK

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Waddell & Associates's XLK Position: Q2 2026 in Review

Waddell & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,847 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #121.

Waddell & Associates first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 1,064 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Waddell & Associates held 5,847 shares of State Street Technology Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Waddell & Associates left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Waddell & Associates's portfolio in Q2 2026, its #121 holding.
Waddell & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,064 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.