Wellspring Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wellspring Financial Advisors’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	$45.2M	Buy	237,362 +65,834	+38%	+$11.2M	2.98%	10
2026 Q1	$22.8M	Buy	171,528 +29,731	+21%	+$4.19M	1.71%	14
2025 Q4	$20.4M	Buy	141,797 +10,769	+8%	+$1.56M	1.61%	15
2025 Q3	$18.5M	Buy	131,028 +102,222	+355%	+$13.5M	1.7%	14
2025 Q2	$3.65M	Buy	28,806 +1,576	+6%	+$175K	0.37%	31
2025 Q1	$2.81M	Buy	27,230 +8,000	+42%	+$907K	0.31%	33
2024 Q4	$2.24M	Buy	+19,230	New	+$2.24M	0.23%	40

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

Wellspring Financial Advisors's XLK Position: Q2 2026 in Review

Wellspring Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q2 2026, buying an estimated $11.2M and bringing the position to 237,362 shares worth $45.2M. The position accounts for 2.98% of the portfolio, ranked #10.

Wellspring Financial Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wellspring Financial Advisors held 237,362 shares of State Street Technology Select Sector SPDR ETF worth $45.2M as of Q2 2026.
Wellspring Financial Advisors bought 65,834 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2M.
State Street Technology Select Sector SPDR ETF made up 2.98% of Wellspring Financial Advisors's portfolio in Q2 2026, its #10 holding.
Wellspring Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.