WA
XLK icon

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

Walsh & 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 		$98.7K Hold
518
– – 0.08% 88
2026
Q1 		$68.9K Hold
518
– – 0.07% 93
2025
Q4 		$74.6K Buy
+518
New +$74.8K 0.07% 88

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Walsh & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 518 shares worth $98.7K. The position accounts for 0.08% of the portfolio, ranked #88.

Walsh & Associates first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Walsh & Associates held 518 shares of State Street Technology Select Sector SPDR ETF worth $98.7K as of Q2 2026.
  • Walsh & 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 0.08% of Walsh & Associates's portfolio in Q2 2026, its #88 holding.
  • Walsh & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.