Wealth Alliance Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealth Alliance Advisory 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	$231K	Buy	+1,210	New	+$207K	0.03%	186
2025 Q4	–	Sell	-1,440	Closed	-$203K	–	208
2025 Q3	$203K	Buy	+1,440	New	+$191K	0.04%	181
2022 Q1	–	Sell	-3,310	Closed	-$288K	–	177
2021 Q4	$288K	Sell	3,310 -830	-20%	-$68.4K	0.13%	126
2021 Q3	$309K	Buy	4,140 +8	+0.2%	+$617	0.15%	106
2021 Q2	$305K	Buy	4,132 +1,000	+32%	+$70K	0.15%	110
2021 Q1	$208K	Buy	3,132 +40	+1%	+$2.64K	0.11%	141
2020 Q4	$201K	Buy	+3,092	New	+$188K	0.11%	139

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

Wealth Alliance Advisory Group's XLK Position: Q2 2026 in Review

Wealth Alliance Advisory Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,210 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: Wealth Alliance Advisory Group previously reported a position in XLK as recently as Q3 2025.

Wealth Alliance Advisory Group first reported a position in XLK in Q4 2020 and has held it in 7 quarters since. The position peaked at $309K in Q3 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealth Alliance Advisory Group held 1,210 shares of State Street Technology Select Sector SPDR ETF worth $231K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Wealth Alliance Advisory Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #186 holding.
Wealth Alliance Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
Wealth Alliance Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $309K in Q3 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.