Weaver Consulting Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Weaver Consulting Group’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	$385K	Hold	2,022	–	–	0.08%	192
2026 Q1	$269K	Sell	2,022 -34	-2%	-$4.79K	0.06%	223
2025 Q4	$296K	Sell	2,056 -100	-5%	-$14.4K	0.07%	197
2025 Q3	$304K	Sell	2,156 -28	-1%	-$3.71K	0.08%	186
2025 Q2	$277K	Sell	2,184 -44	-2%	-$4.88K	0.08%	189
2025 Q1	$230K	Hold	2,228	–	–	0.07%	201
2024 Q4	$259K	Buy	2,228 +98	+5%	+$11.4K	0.08%	179
2024 Q3	$240K	Buy	+2,130	New	+$234K	0.08%	194
2022 Q2	–	Sell	-3,128	Closed	-$249K	–	180
2022 Q1	$249K	Buy	3,128 +24	+0.8%	+$1.88K	0.12%	147
2021 Q4	$270K	Buy	+3,104	New	+$256K	0.13%	132
2020 Q4	–	Sell	-1,932	Closed	-$113K	–	923
2020 Q3	$113K	Buy	1,932 +176	+10%	+$9.94K	0.07%	179
2020 Q2	$92K	Hold	1,756	–	–	0.05%	198
2020 Q1	$71K	Buy	1,756 +494	+39%	+$22.5K	0.05%	190
2019 Q4	$51K	Hold	1,262	–	–	0.03%	238
2019 Q3	$52K	Hold	1,262	–	–	0.03%	226
2019 Q2	$49K	Hold	1,262	–	–	0.03%	225
2019 Q1	$49K	Buy	+1,262	New	+$43.2K	0.01%	486

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

Weaver Consulting Group's XLK Position: Q2 2026 in Review

Weaver Consulting Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,022 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #192.

Weaver Consulting Group first reported a position in XLK in Q1 2019 and has held it in 17 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Weaver Consulting Group held 2,022 shares of State Street Technology Select Sector SPDR ETF worth $385K as of Q2 2026.
Weaver Consulting Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Weaver Consulting Group's portfolio in Q2 2026, its #192 holding.
Weaver Consulting Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 17 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.