WealthTrust Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$614K Sell
3,223
-11
-0.3% -$1.88K 0.33% 56
2026
Q1
$430K Buy
3,234
+271
+9% +$38.2K 0.26% 56
2025
Q4
$427K Buy
2,963
+17
+0.6% +$2.46K 0.3% 54
2025
Q3
$415K Sell
2,946
-38
-1% -$5.03K 0.29% 57
2025
Q2
$378K Sell
2,984
-464
-13% -$51.5K 0.28% 57
2025
Q1
$356K Sell
3,448
-684
-17% -$77.5K 0.26% 59
2024
Q4
$480K Sell
4,132
-490
-11% -$57K 0.35% 58
2024
Q3
$522K Sell
4,622
-846
-15% -$92.9K 0.39% 55
2024
Q2
$619K Sell
5,468
-688
-11% -$72.4K 0.45% 53
2024
Q1
$641K Sell
6,156
-484
-7% -$48.9K 0.49% 45
2023
Q4
$639K Sell
6,640
-120
-2% -$10.7K 0.54% 44
2023
Q3
$554K Sell
6,760
-76
-1% -$6.52K 0.52% 44
2023
Q2
$594K Sell
6,836
-12
-0.2% -$946 0.54% 43
2023
Q1
$517K Buy
6,848
+720
+12% +$49.5K 0.49% 48
2022
Q4
$381K Sell
6,128
-1,090
-15% -$69.2K 0.37% 44
2022
Q3
$429K Sell
7,218
-304
-4% -$20.7K 0.45% 42
2022
Q2
$478K Sell
7,522
-2,406
-24% -$168K 0.45% 44
2022
Q1
$789K Sell
9,928
-866
-8% -$68K 0.56% 41
2021
Q4
$938K Buy
10,794
+684
+7% +$56.3K 0.62% 38
2021
Q3
$755K Buy
10,110
+962
+11% +$74.2K 0.67% 35
2021
Q2
$675K Buy
+9,148
New +$641K 0.59% 41

Other funds holding XLK

WealthTrust Asset Management's XLK Position: Q2 2026 in Review

WealthTrust Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.34% in Q2 2026, selling an estimated $1.88K and leaving 3,223 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #56.

WealthTrust Asset Management first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $938K in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • WealthTrust Asset Management held 3,223 shares of State Street Technology Select Sector SPDR ETF worth $614K as of Q2 2026.
  • WealthTrust Asset Management sold 11 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.88K.
  • State Street Technology Select Sector SPDR ETF made up 0.33% of WealthTrust Asset Management's portfolio in Q2 2026, its #56 holding.
  • WealthTrust Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • WealthTrust Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $938K in Q4 2021.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.