WDL
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Well Done LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Well Done LLC’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 		– Sell
-3,372
Closed -$448K – 219
2026
Q1 		$448K Buy
3,372
+554
+20% +$78.1K 0.07% 130
2025
Q4 		$406K Hold
2,818
– – 0.06% 133
2025
Q3 		$397K Buy
+2,818
New +$373K 0.07% 127
2022
Q2 		– Sell
-10,412
Closed -$827K – 202
2022
Q1 		$827K Sell
10,412
-138
-1% -$10.8K 0.17% 78
2021
Q4 		$917K Buy
+10,550
New +$869K 0.19% 72
2020
Q4 		– Sell
-16,532
Closed -$965K – 162
2020
Q3 		$965K Sell
16,532
-292
-2% -$16.5K 0.27% 56
2020
Q2 		$879K Sell
16,824
-446
-3% -$21K 0.24% 60
2020
Q1 		$694K Buy
17,270
+444
+3% +$20.3K 0.21% 60
2019
Q4 		$771K Buy
16,826
+316
+2% +$13.5K 0.18% 75
2019
Q3 		$665K Buy
16,510
+100
+0.6% +$4K 0.16% 78
2019
Q2 		$640K Buy
16,410
+1,132
+7% +$43.2K 0.15% 81
2019
Q1 		$565K Buy
15,278
+11,470
+301% +$392K 0.14% 89
2018
Q4 		$118K Buy
+3,808
New +$129K 0.03% 183

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
GC
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

Well Done LLC's XLK Position: Q2 2026 in Review

Well Done LLC sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 3,372 shares — an estimated $448K sold.

Well Done LLC first reported a position in XLK in Q4 2018 and held it in 13 quarters. The position peaked at $965K in Q3 2020. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Well Done LLC reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Well Done LLC sold 3,372 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $448K.
  • Well Done LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 13 quarters.
  • Well Done LLC's State Street Technology Select Sector SPDR ETF position peaked at $965K in Q3 2020.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.