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

Wealth Dimensions 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	$425K	Sell	2,233 -51	-2%	-$8.71K	0.08%	120
2026 Q1	$304K	Hold	2,284	–	–	0.06%	138
2025 Q4	$329K	Buy	2,284 +188	+9%	+$27.1K	0.07%	125
2025 Q3	$295K	Buy	2,096 +148	+8%	+$19.6K	0.06%	131
2025 Q2	$247K	Hold	1,948	–	–	0.05%	146
2025 Q1	$201K	Hold	1,948	–	–	0.05%	158
2024 Q4	$226K	Hold	1,948	–	–	0.06%	142
2024 Q3	$220K	Hold	1,948	–	–	0.06%	139
2024 Q2	$220K	Sell	1,948 -48	-2%	-$5.05K	0.06%	134
2024 Q1	$208K	Buy	+1,996	New	+$202K	0.06%	137

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 Dimensions Group's XLK Position: Q2 2026 in Review

Wealth Dimensions Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, selling an estimated $8.71K and leaving 2,233 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #120.

Wealth Dimensions Group first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealth Dimensions Group held 2,233 shares of State Street Technology Select Sector SPDR ETF worth $425K as of Q2 2026.
Wealth Dimensions Group sold 51 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.71K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Wealth Dimensions Group's portfolio in Q2 2026, its #120 holding.
Wealth Dimensions Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 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 Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.