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

Wealth Architects’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	$2.25M	Hold	11,804	–	–	0.18%	71
2026 Q1	$1.57M	Sell	11,804 -1,010	-8%	-$142K	0.14%	73
2025 Q4	$1.84M	Hold	12,814	–	–	0.17%	69
2025 Q3	$1.81M	Hold	12,814	–	–	0.17%	69
2025 Q2	$1.62M	Hold	12,814	–	–	0.16%	68
2025 Q1	$1.32M	Buy	12,814 +740	+6%	+$83.9K	0.15%	75
2024 Q4	$1.4M	Buy	+12,074	New	+$1.4M	0.16%	66
2020 Q2	–	Sell	-6,170	Closed	-$248K	–	154
2020 Q1	$248K	Buy	+6,170	New	+$282K	0.09%	109

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Architects's XLK Position: Q2 2026 in Review

Wealth Architects held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 11,804 shares worth $2.25M. The position accounts for 0.18% of the portfolio, ranked #71.

Wealth Architects first reported a position in XLK in Q1 2020 and has held it in 8 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealth Architects held 11,804 shares of State Street Technology Select Sector SPDR ETF worth $2.25M as of Q2 2026.
Wealth Architects left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Wealth Architects's portfolio in Q2 2026, its #71 holding.
Wealth Architects first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 8 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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