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

Warner 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	$5.1M	Buy	26,768 +12,986	+94%	+$2.22M	1.26%	21
2026 Q1	$1.83M	Sell	13,782 -12	-0.1%	-$1.69K	1.2%	23
2025 Q4	$1.99M	Buy	13,794 +3,978	+41%	+$574K	1.22%	23
2025 Q3	$1.38M	Buy	+9,816	New	+$1.3M	0.95%	24

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

Warner Group's XLK Position: Q2 2026 in Review

Warner Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 94% in Q2 2026, buying an estimated $2.22M and bringing the position to 26,768 shares worth $5.1M. The position accounts for 1.26% of the portfolio, ranked #21.

Warner Group first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Warner Group held 26,768 shares of State Street Technology Select Sector SPDR ETF worth $5.1M as of Q2 2026.
Warner Group bought 12,986 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.22M.
State Street Technology Select Sector SPDR ETF made up 1.26% of Warner Group's portfolio in Q2 2026, its #21 holding.
Warner Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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