Wealthquest’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealthquest’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	$1.14M	Buy	5,968 +1,814	+44%	+$310K	0.07%	58
2026 Q1	$552K	Hold	4,154	–	–	0.04%	84
2025 Q4	$598K	Buy	+4,154	New	+$600K	0.05%	78
2025 Q3	–	Sell	-4,154	Closed	-$526K	–	135
2025 Q2	$526K	Hold	4,154	–	–	0.04%	73
2025 Q1	$429K	Hold	4,154	–	–	0.04%	80
2024 Q4	$483K	Hold	4,154	–	–	0.04%	76
2024 Q3	$457K	Buy	+4,154	New	+$456K	0.04%	77
2024 Q2	–	Sell	-4,154	Closed	-$433K	–	133
2024 Q1	$433K	Buy	+4,154	New	+$420K	0.05%	79

Other funds holding XLK

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealthquest's XLK Position: Q2 2026 in Review

Wealthquest increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q2 2026, buying an estimated $310K and bringing the position to 5,968 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #58.

Wealthquest first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. 1,011 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wealthquest held 5,968 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Wealthquest bought 1,814 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $310K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Wealthquest's portfolio in Q2 2026, its #58 holding.
Wealthquest first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
1,011 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.