WealthGarden F.S.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WealthGarden F.S.’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	$2.97M	Sell	15,586 -6,106	-28%	-$1.04M	1.68%	11
2026 Q1	$2.88M	Buy	21,692 +270	+1%	+$38K	1.97%	10
2025 Q4	$3.13M	Buy	21,422 +5,776	+37%	+$834K	2.06%	10
2025 Q3	$2.25M	Buy	15,646 +1,238	+9%	+$164K	1.61%	16
2025 Q2	$1.89M	Sell	14,408 -756	-5%	-$83.9K	1.57%	16
2025 Q1	$1.57M	Sell	15,164 -2,368	-14%	-$268K	1.5%	17
2024 Q4	$2.04M	Buy	17,532 +1,270	+8%	+$148K	1.91%	13
2024 Q3	$1.84M	Buy	16,262 +428	+3%	+$47K	1.79%	15
2024 Q2	$1.79M	Buy	+15,834	New	+$1.67M	1.89%	14

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

WealthGarden F.S.'s XLK Position: Q2 2026 in Review

WealthGarden F.S. reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 28% in Q2 2026, selling an estimated $1.04M and leaving 15,586 shares worth $2.97M. The position accounts for 1.68% of the portfolio, ranked #11.

WealthGarden F.S. first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.13M in Q4 2025. 1,375 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WealthGarden F.S. held 15,586 shares of State Street Technology Select Sector SPDR ETF worth $2.97M as of Q2 2026.
WealthGarden F.S. sold 6,106 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
State Street Technology Select Sector SPDR ETF made up 1.68% of WealthGarden F.S.'s portfolio in Q2 2026, its #11 holding.
WealthGarden F.S. first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s State Street Technology Select Sector SPDR ETF position peaked at $3.13M in Q4 2025.
1,375 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.