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

WealthTrust Axiom’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	$683K	Sell	3,587 -8	-0.2%	-$1.37K	0.15%	129
2026 Q1	$478K	Hold	3,595	–	–	0.12%	147
2025 Q4	$518K	Buy	3,595 +1	+0%	+$144	0.13%	138
2025 Q3	$507K	Hold	3,594	–	–	0.14%	141
2025 Q2	$455K	Hold	3,594	–	–	0.13%	145
2025 Q1	$371K	Hold	3,594	–	–	0.11%	163
2024 Q4	$418K	Hold	3,594	–	–	0.12%	153
2024 Q3	$406K	Hold	3,594	–	–	0.12%	158
2024 Q2	$407K	Hold	3,594	–	–	0.13%	151
2024 Q1	$374K	Buy	3,594 +78	+2%	+$7.89K	0.12%	158
2023 Q4	$338K	Buy	3,516 +88	+3%	+$7.83K	0.11%	162
2023 Q3	$281K	Hold	3,428	–	–	0.1%	177
2023 Q2	$298K	Hold	3,428	–	–	0.1%	183
2023 Q1	$259K	Hold	3,428	–	–	0.09%	193
2022 Q4	$213K	Hold	3,428	–	–	0.07%	198
2022 Q3	$203K	Hold	3,428	–	–	0.08%	204
2022 Q2	$217K	Hold	3,428	–	–	0.08%	204
2022 Q1	$272K	Hold	3,428	–	–	0.08%	188
2021 Q4	$298K	Hold	3,428	–	–	0.1%	181
2021 Q3	$255K	Hold	3,428	–	–	0.09%	191
2021 Q2	$253K	Hold	3,428	–	–	0.08%	199
2021 Q1	$227K	Hold	3,428	–	–	0.08%	196
2020 Q4	$222K	Hold	3,428	–	–	0.08%	193
2020 Q3	$200K	Buy	+3,428	New	+$194K	0.09%	177

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthTrust Axiom's XLK Position: Q2 2026 in Review

WealthTrust Axiom reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.22% in Q2 2026, selling an estimated $1.37K and leaving 3,587 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #129.

WealthTrust Axiom first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WealthTrust Axiom held 3,587 shares of State Street Technology Select Sector SPDR ETF worth $683K as of Q2 2026.
WealthTrust Axiom sold 8 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37K.
State Street Technology Select Sector SPDR ETF made up 0.15% of WealthTrust Axiom's portfolio in Q2 2026, its #129 holding.
WealthTrust Axiom first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.