WCG Wealth Advisors’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
$30.6M Sell
160,873
-27,604
-15% -$4.72M 0.73% 34
2026
Q1
$25M Sell
188,477
-1,436
-0.8% -$202K 0.7% 37
2025
Q4
$27.3M Buy
189,913
+122,545
+182% +$17.7M 0.77% 36
2025
Q3
$9.49M Sell
67,368
-3,876
-5% -$513K 0.6% 50
2025
Q2
$9.02M Buy
+71,244
New +$7.91M 0.58% 46
2025
Q1
Sell
-21,400
Closed -$2.49M 330
2024
Q4
$2.49M Sell
21,400
-2,704
-11% -$315K 0.16% 134
2024
Q3
$2.72M Sell
24,104
-78,512
-77% -$8.62M 0.18% 124
2024
Q2
$11.6M Buy
102,616
+11,876
+13% +$1.25M 0.86% 33
2024
Q1
$9.45M Sell
90,740
-28,162
-24% -$2.85M 0.79% 37
2023
Q4
$11.4M Sell
118,902
-10,770
-8% -$959K 0.84% 37
2023
Q3
$10.8M Buy
+129,672
New +$11.1M 0.79% 40
2022
Q4
Sell
-9,204
Closed -$580K 285
2022
Q3
$580K Sell
9,204
-568
-6% -$38.8K 0.08% 168
2022
Q2
$621K Buy
+9,772
New +$681K 0.09% 156

Other funds holding XLK

WCG Wealth Advisors's XLK Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, selling an estimated $4.72M and leaving 160,873 shares worth $30.6M. The position accounts for 0.73% of the portfolio, ranked #34.

WCG Wealth Advisors first reported a position in XLK in Q2 2022 and has held it in 13 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • WCG Wealth Advisors held 160,873 shares of State Street Technology Select Sector SPDR ETF worth $30.6M as of Q2 2026.
  • WCG Wealth Advisors sold 27,604 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.72M.
  • State Street Technology Select Sector SPDR ETF made up 0.73% of WCG Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • WCG Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 13 quarters since.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.