WealthBridge Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WealthBridge Capital Management’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	$875K	Hold	4,594	–	–	0.17%	96
2026 Q1	$611K	Hold	4,594	–	–	0.14%	113
2025 Q4	$661K	Sell	4,594 -100	-2%	-$14.4K	0.15%	97
2025 Q3	$662K	Hold	4,694	–	–	0.16%	100
2025 Q2	$594K	Sell	4,694 -8	-0.2%	-$888	0.15%	102
2025 Q1	$485K	Hold	4,702	–	–	0.14%	109
2024 Q4	$547K	Hold	4,702	–	–	0.15%	103
2024 Q3	$531K	Hold	4,702	–	–	0.15%	105
2024 Q2	$532K	Sell	4,702 -2,000	-30%	-$211K	0.18%	95
2024 Q1	$698K	Sell	6,702 -200	-3%	-$20.2K	0.24%	77
2023 Q4	$664K	Hold	6,902	–	–	0.25%	75
2023 Q3	$566K	Hold	6,902	–	–	0.23%	81
2023 Q2	$600K	Sell	6,902 -406	-6%	-$32K	0.24%	79
2023 Q1	$552K	Sell	7,308 -456	-6%	-$31.4K	0.22%	88
2022 Q4	$483K	Sell	7,764 -196	-2%	-$12.4K	0.2%	102
2022 Q3	$506K	Hold	7,960	–	–	0.22%	95
2022 Q2	$506K	Buy	7,960 +2	+0%	+$139	0.22%	95
2022 Q1	$632K	Sell	7,958 -698	-8%	-$54.8K	0.24%	90
2021 Q4	$753K	Sell	8,656 -1,832	-17%	-$151K	0.28%	79
2021 Q3	$783K	Sell	10,488 -770	-7%	-$59.4K	0.29%	70
2021 Q2	$831K	Sell	11,258 -154	-1%	-$10.8K	0.3%	72
2021 Q1	$758K	Sell	11,412 -1,232	-10%	-$81.3K	0.31%	74
2020 Q4	$822K	Buy	12,644 +8	+0.1%	+$487	0.36%	59
2020 Q3	$737K	Sell	12,636 -192	-1%	-$10.8K	0.38%	57
2020 Q2	$670K	Buy	12,828 +114	+0.9%	+$5.36K	0.38%	56
2020 Q1	$511K	Buy	12,714 +530	+4%	+$24.2K	0.35%	62
2019 Q4	$558K	Buy	12,184 +600	+5%	+$25.7K	0.36%	61
2019 Q3	$466K	Sell	11,584 -46	-0.4%	-$1.84K	0.34%	70
2019 Q2	$360K	Sell	11,630 -200	-2%	-$7.63K	0.33%	68
2019 Q1	$449K	Buy	11,830 +200	+2%	+$6.84K	0.29%	66
2018 Q4	$360K	Buy	+11,630	New	+$393K	0.27%	68

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

WealthBridge Capital Management's XLK Position: Q2 2026 in Review

WealthBridge Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,594 shares worth $875K. The position accounts for 0.17% of the portfolio, ranked #96.

WealthBridge Capital Management first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WealthBridge Capital Management held 4,594 shares of State Street Technology Select Sector SPDR ETF worth $875K as of Q2 2026.
WealthBridge Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of WealthBridge Capital Management's portfolio in Q2 2026, its #96 holding.
WealthBridge Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.