Wagner Wealth Management (South Carolina)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wagner Wealth Management (South Carolina)’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	$128K	Sell	674 -457	-40%	-$78.1K	0.02%	154
2026 Q1	$150K	Buy	1,131 +104	+10%	+$14.7K	0.03%	140
2025 Q4	$148K	Buy	1,027 +429	+72%	+$62K	0.03%	141
2025 Q3	$84.3K	Hold	598	–	–	0.02%	148
2025 Q2	$75.7K	Buy	598 +160	+37%	+$17.8K	0.02%	154
2025 Q1	$45.1K	Buy	438 +2	+0.5%	+$227	0.01%	158
2024 Q4	$50.7K	Hold	436	–	–	0.01%	150
2024 Q3	$49.2K	Buy	436 +2	+0.5%	+$220	0.01%	148
2024 Q2	$49.2K	Hold	434	–	–	0.01%	170
2024 Q1	$45.2K	Sell	434 -60	-12%	-$6.07K	0.01%	168
2023 Q4	$47.5K	Buy	494 +2	+0.4%	+$178	0.02%	165
2023 Q3	$40.4K	Hold	492	–	–	0.01%	142
2023 Q2	$42.7K	Buy	492 +62	+14%	+$4.89K	0.02%	145
2023 Q1	$32.5K	Sell	430 -762	-64%	-$52.4K	0.01%	150
2022 Q4	$74.2K	Sell	1,192 -480	-29%	-$30.5K	0.05%	146
2022 Q3	$99K	Hold	1,672	–	–	0.07%	147
2022 Q2	$106K	Sell	1,672 -1,708	-51%	-$119K	0.08%	142
2022 Q1	$268K	Buy	3,380 +1,666	+97%	+$131K	0.19%	102
2021 Q4	$149K	Buy	1,714 +2	+0.1%	+$165	0.11%	143
2021 Q3	$138K	Sell	1,712 -76	-4%	-$5.86K	0.11%	150
2021 Q2	$132K	Sell	1,788 -74	-4%	-$5.18K	0.09%	155
2021 Q1	$124K	Sell	1,862 -88	-5%	-$5.81K	0.1%	148
2020 Q4	$127K	Buy	+1,950	New	+$119K	0.12%	113
2018 Q3	$98K	Buy	2,602 +420	+19%	+$15.4K	0.07%	197
2018 Q2	$76K	Sell	2,182 -180	-8%	-$6.17K	0.05%	199
2018 Q1	$77K	Sell	2,362 -700	-23%	-$23.5K	0.06%	191
2017 Q4	$102K	Buy	+3,062	New	+$96K	0.08%	173

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLK Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 40% in Q2 2026, selling an estimated $78.1K and leaving 674 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #154.

Wagner Wealth Management (South Carolina) first reported a position in XLK in Q4 2017 and has held it in 27 quarters since. The position peaked at $268K in Q1 2022. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wagner Wealth Management (South Carolina) held 674 shares of State Street Technology Select Sector SPDR ETF worth $128K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 457 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $78.1K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #154 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Technology Select Sector SPDR ETF position peaked at $268K in Q1 2022.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.