Wall Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wall Capital Group’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	$13.1M	Buy	+68,648	New	+$11.7M	10.71%	3
2026 Q1	–	Sell	-62,863	Closed	-$9.05M	–	26
2025 Q4	$9.05M	Buy	+62,863	New	+$9.08M	8.62%	3
2023 Q4	$9.45M	Buy	98,142 +3,828	+4%	+$341K	10.7%	3
2023 Q3	$8.07M	Sell	94,314 -97,740	-51%	-$8.38M	11.46%	2
2023 Q2	$16.7M	Buy	192,054 +3,800	+2%	+$300K	17.95%	2
2023 Q1	$14M	Buy	+188,254	New	+$13M	17.06%	2
2018 Q3	–	Sell	-887,544	Closed	-$30.8M	–	31
2018 Q2	$30.8M	Sell	887,544 -21,758	-2%	-$746K	17.01%	1
2018 Q1	$29.7M	Buy	909,302 +67,136	+8%	+$2.25M	17.11%	1
2017 Q4	$26.9M	Sell	842,166 -37,518	-4%	-$1.18M	17.05%	1
2017 Q3	$26M	Buy	879,684 +1,792	+0.2%	+$51.6K	16.76%	1
2017 Q2	$24M	Buy	877,892 +126,064	+17%	+$3.47M	16.27%	1
2017 Q1	$20M	Buy	+751,828	New	+$19.4M	15.87%	1

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

Wall Capital Group's XLK Position: Q2 2026 in Review

Wall Capital Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 68,648 shares worth $13.1M. The stake represents 10.71% of the portfolio and ranks #3 among its holdings. This is a return to the name: Wall Capital Group previously reported a position in XLK as recently as Q4 2025.

Wall Capital Group first reported a position in XLK in Q1 2017 and has held it in 12 quarters since. The position peaked at $30.8M in Q2 2018. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wall Capital Group held 68,648 shares of State Street Technology Select Sector SPDR ETF worth $13.1M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Wall Capital Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 10.71% of Wall Capital Group's portfolio in Q2 2026, its #3 holding.
Wall Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 12 quarters since.
Wall Capital Group's State Street Technology Select Sector SPDR ETF position peaked at $30.8M in Q2 2018.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.