WPC
XLK icon

Wedmont Private Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wedmont Private Capital’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 		$4.54M Buy
24,453
+11
+0% +$1.88K 0.12% 97
2026
Q1 		$3.46M Sell
24,442
-2,771
-10% -$390K 0.11% 104
2025
Q4 		$3.99M Buy
27,213
+1,073
+4% +$155K 0.14% 87
2025
Q3 		$3.73M Buy
26,140
+10
+0% +$1.32K 0.14% 90
2025
Q2 		$3.37M Sell
26,130
-1,018
-4% -$113K 0.14% 86
2025
Q1 		$2.69M Sell
27,148
-2,302
-8% -$261K 0.14% 86
2024
Q4 		$3.37M Buy
29,450
+696
+2% +$81K 0.18% 70
2024
Q3 		$3.22M Buy
28,754
+16
+0.1% +$1.76K 0.18% 68
2024
Q2 		$3.36M Buy
28,738
+380
+1% +$40K 0.21% 67
2024
Q1 		$2.94M Sell
28,358
-142
-0.5% -$14.4K 0.21% 66
2023
Q4 		$2.69M Buy
28,500
+1,468
+5% +$131K 0.22% 68
2023
Q3 		$2.29M Buy
27,032
+2,288
+9% +$196K 0.23% 70
2023
Q2 		$2.18M Buy
24,744
+15,256
+161% +$1.2M 0.23% 66
2023
Q1 		$707K Buy
9,488
+48
+0.5% +$3.3K 0.09% 158
2022
Q4 		$589K Buy
9,440
+316
+3% +$20.1K 0.09% 173
2022
Q3 		$542K Buy
9,124
+46
+0.5% +$3.14K 0.11% 152
2022
Q2 		$577K Sell
9,078
-318
-3% -$22.2K 0.12% 121
2022
Q1 		$759K Buy
+9,396
New +$738K 0.17% 100

Other funds holding XLK

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return