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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Buy
+1,201
New +$205K 0.05% 91
2024
Q1
Sell
-6,538
Closed -$629K 79
2023
Q4
$629K Buy
+6,538
New +$582K 0.26% 26

Other funds holding XLK

Waterway Wealth Management's XLK Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,201 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings. This is a return to the name: Waterway Wealth Management previously reported a position in XLK as recently as Q4 2023.

Waterway Wealth Management first reported a position in XLK in Q4 2023 and has held it in 2 quarters since. The position peaked at $629K in Q4 2023. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Waterway Wealth Management held 1,201 shares of State Street Technology Select Sector SPDR ETF worth $229K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Waterway Wealth Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Waterway Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Waterway Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
  • Waterway Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $629K in Q4 2023.
  • 754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.