Wescott Financial Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
APTFM
Wescott Financial Advisory Group's XLK Position: Q2 2026 in Review
Wescott Financial Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, selling an estimated $43.2K and leaving 1,596 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #164.
Wescott Financial Advisory Group first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. The position peaked at $650K in Q2 2024. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Wescott Financial Advisory Group held 1,596 shares of State Street Technology Select Sector SPDR ETF worth $304K as of Q2 2026.
- Wescott Financial Advisory Group sold 253 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $43.2K.
- State Street Technology Select Sector SPDR ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #164 holding.
- Wescott Financial Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
- Wescott Financial Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $650K in Q2 2024.
- 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.