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Waterfront Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Waterfront Wealth’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 		$536K Buy
2,883
+200
+7% +$34.2K 0.08% 210
2026
Q1 		$357K Hold
2,683
– – 0.07% 232
2025
Q4 		$392K Sell
2,683
-43
-2% -$6.21K 0.07% 213
2025
Q3 		$388K Hold
2,726
– – 0.08% 208
2025
Q2 		$345K Buy
2,726
+98
+4% +$10.9K 0.08% 215
2025
Q1 		$271K Hold
2,628
– – 0.07% 225
2024
Q4 		$306K Sell
2,628
-68
-3% -$7.91K 0.07% 215
2024
Q3 		$313K Buy
+2,696
New +$296K 0.08% 214

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waterfront Wealth's XLK Position: Q2 2026 in Review

Waterfront Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,883 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #210.

Waterfront Wealth first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Waterfront Wealth held 2,883 shares of State Street Technology Select Sector SPDR ETF worth $536K as of Q2 2026.
  • Waterfront Wealth bought 200 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $34.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Waterfront Wealth's portfolio in Q2 2026, its #210 holding.
  • Waterfront Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.