Wealth Enhancement Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealth Enhancement Advisory Services’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	$67.3M	Buy	365,638 +30,334	+9%	+$5.18M	0.11%	164
2026 Q1	$45.3M	Sell	335,304 -261,828	-44%	-$36.9M	0.09%	205
2025 Q4	$87.6M	Sell	597,132 -43,944	-7%	-$6.35M	0.12%	154
2025 Q3	$91.6M	Sell	641,076 -670	-0.1%	-$88.7K	0.14%	141
2025 Q2	$82.5M	Buy	641,746 +29,154	+5%	+$3.24M	0.14%	149
2025 Q1	$63.2M	Sell	612,592 -18,182	-3%	-$2.06M	0.12%	167
2024 Q4	$73.3M	Buy	630,774 +57,596	+10%	+$6.7M	0.14%	144
2024 Q3	$64.7M	Sell	573,178 -39,794	-6%	-$4.37M	0.14%	149
2024 Q2	$69.3M	Buy	612,972 +4,732	+0.8%	+$498K	0.16%	127
2024 Q1	$63.3M	Buy	608,240 +8,780	+1%	+$888K	0.16%	131
2023 Q4	$57.7M	Sell	599,460 -10,564	-2%	-$940K	0.17%	132
2023 Q3	$50M	Buy	610,024 +589,664	+2,896%	+$50.6M	0.16%	132
2023 Q2	$1.77M	Sell	20,360 -14,732	-42%	-$1.16M	0.02%	212
2023 Q1	$2.65M	Buy	35,092 +3,348	+11%	+$230K	0.03%	181
2022 Q4	$2.13M	Buy	31,744 +42	+0.1%	+$2.67K	0.03%	171
2022 Q3	$1.91M	Buy	31,702 +2,884	+10%	+$197K	0.03%	174
2022 Q2	$1.92M	Buy	28,818 +2,020	+8%	+$141K	0.03%	203
2022 Q1	$2.16M	Buy	26,798 +354	+1%	+$27.8K	0.03%	188
2021 Q4	$2.12M	Buy	26,444 +684	+3%	+$56.3K	0.03%	170
2021 Q3	$2.05M	Buy	25,760 +6,022	+31%	+$465K	0.03%	145
2021 Q2	$1.5M	Buy	19,738 +44	+0.2%	+$3.08K	0.02%	157
2021 Q1	$1.36M	Buy	19,694 +12,632	+179%	+$834K	0.02%	161
2020 Q4	$450K	Buy	+7,062	New	+$430K	0.01%	196

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 Enhancement Advisory Services's XLK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9% in Q2 2026, buying an estimated $5.18M and bringing the position to 365,638 shares worth $67.3M. The position accounts for 0.11% of the portfolio, ranked #164.

Wealth Enhancement Advisory Services first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $91.6M in Q3 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealth Enhancement Advisory Services held 365,638 shares of State Street Technology Select Sector SPDR ETF worth $67.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 30,334 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.18M.
State Street Technology Select Sector SPDR ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #164 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $91.6M in Q3 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.