Wealth Effects’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
$242K Buy
+1,269
New +$217K 0.07% 218
2025
Q1
Sell
-1,934
Closed -$225K 220
2024
Q4
$225K Sell
1,934
-358
-16% -$41.6K 0.08% 189
2024
Q3
$259K Sell
2,292
-308
-12% -$33.8K 0.09% 171
2024
Q2
$294K Sell
2,600
-622
-19% -$65.5K 0.11% 149
2024
Q1
$336K Sell
3,222
-1,608
-33% -$163K 0.12% 140
2023
Q4
$465K Buy
+4,830
New +$430K 0.17% 114

Other funds holding XLK

Wealth Effects's XLK Position: Q2 2026 in Review

Wealth Effects opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,269 shares worth $242K. The stake represents 0.07% of the portfolio and ranks #218 among its holdings. This is a return to the name: Wealth Effects previously reported a position in XLK as recently as Q4 2024.

Wealth Effects first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $465K in Q4 2023. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Wealth Effects held 1,269 shares of State Street Technology Select Sector SPDR ETF worth $242K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Wealth Effects position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #218 holding.
  • Wealth Effects first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Wealth Effects's State Street Technology Select Sector SPDR ETF position peaked at $465K in Q4 2023.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.