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

Wealth Management Associates’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	$316K	Buy	1,660 +2	+0.1%	+$342	0.09%	194
2026 Q1	$220K	Hold	1,658	–	–	0.08%	219
2025 Q4	$239K	Buy	1,658 +40	+2%	+$5.78K	0.08%	205
2025 Q3	$228K	Sell	1,618 -4	-0.2%	-$530	0.08%	207
2025 Q2	$205K	Buy	+1,622	New	+$180K	0.08%	206
2024 Q3	–	Sell	-1,838	Closed	-$208K	–	223
2024 Q2	$208K	Hold	1,838	–	–	0.1%	189
2024 Q1	$208K	Buy	+1,838	New	+$186K	0.1%	189

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 Management Associates's XLK Position: Q2 2026 in Review

Wealth Management Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, buying an estimated $342 and bringing the position to 1,660 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #194.

Wealth Management Associates first reported a position in XLK in Q1 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealth Management Associates held 1,660 shares of State Street Technology Select Sector SPDR ETF worth $316K as of Q2 2026.
Wealth Management Associates bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #194 holding.
Wealth Management Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 7 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 Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.