Walkner Condon Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Walkner Condon Financial 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	$448K	Buy	2,354 +80	+4%	+$13.7K	0.05%	205
2026 Q1	$302K	Hold	2,274	–	–	0.04%	244
2025 Q4	$327K	Sell	2,274 -80	-3%	-$11.6K	0.05%	230
2025 Q3	$332K	Sell	2,354 -50	-2%	-$6.62K	0.05%	226
2025 Q2	$304K	Buy	2,404 +116	+5%	+$12.9K	0.06%	216
2025 Q1	$236K	Buy	2,288 +154	+7%	+$17.5K	0.05%	239
2024 Q4	$248K	Hold	2,134	–	–	0.05%	242
2024 Q3	$241K	Hold	2,134	–	–	0.05%	242
2024 Q2	$241K	Buy	+2,134	New	+$225K	0.05%	226
2022 Q4	–	Sell	-3,404	Closed	-$202K	–	237
2022 Q3	$202K	Hold	3,404	–	–	0.07%	207
2022 Q2	$216K	Sell	3,404 -422	-11%	-$29.4K	0.07%	200
2022 Q1	$304K	Buy	+3,826	New	+$300K	0.09%	176
2021 Q4	–	Sell	-3,826	Closed	-$286K	–	173
2021 Q3	$286K	Hold	3,826	–	–	0.14%	119
2021 Q2	$282K	Hold	3,826	–	–	0.1%	136
2021 Q1	$254K	Hold	3,826	–	–	0.1%	147
2020 Q4	$249K	Hold	3,826	–	–	0.11%	118
2020 Q3	$223K	Hold	3,826	–	–	0.12%	114
2020 Q2	$200K	Buy	+3,826	New	+$180K	0.18%	60

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

Walkner Condon Financial Advisors's XLK Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,354 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #205.

Walkner Condon Financial Advisors first reported a position in XLK in Q2 2020 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Walkner Condon Financial Advisors held 2,354 shares of State Street Technology Select Sector SPDR ETF worth $448K as of Q2 2026.
Walkner Condon Financial Advisors bought 80 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #205 holding.
Walkner Condon Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.