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WESPAC Advisors SoCal’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WESPAC Advisors SoCal’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 		$10.7M Sell
56,083
-1,752
-3% -$299K 1.91% 22
2026
Q1 		$7.69M Sell
57,835
-4,976
-8% -$701K 1.63% 23
2025
Q4 		$9.04M Sell
62,811
-209
-0.3% -$30.2K 1.82% 18
2025
Q3 		$8.88M Buy
63,020
+726
+1% +$96.1K 1.8% 20
2025
Q2 		$7.89M Buy
62,294
+25,342
+69% +$2.81M 1.76% 22
2025
Q1 		$3.81M Sell
36,952
-14,846
-29% -$1.68M 0.99% 31
2024
Q4 		$6.02M Sell
51,798
-1,410
-3% -$164K 1.36% 26
2024
Q3 		$6.01M Buy
53,208
+6,102
+13% +$670K 1.39% 25
2024
Q2 		$5.33M Sell
47,106
-4,414
-9% -$465K 1.34% 28
2024
Q1 		$5.37M Buy
51,520
+1,120
+2% +$113K 1.4% 24
2023
Q4 		$4.85M Buy
50,400
+3,906
+8% +$348K 1.41% 27
2023
Q3 		$3.81M Buy
46,494
+600
+1% +$51.5K 1.29% 30
2023
Q2 		$3.99M Sell
45,894
-222
-0.5% -$17.5K 1.37% 28
2023
Q1 		$3.48M Sell
46,116
-19,658
-30% -$1.35M 1.2% 31
2022
Q4 		$4.09M Buy
65,774
+668
+1% +$42.4K 1.52% 26
2022
Q3 		$4.16M Sell
65,106
-432
-0.7% -$29.5K 1.74% 24
2022
Q2 		$4.17M Sell
65,538
-5,328
-8% -$371K 1.59% 26
2022
Q1 		$5.63M Sell
70,866
-3,692
-5% -$290K 1.74% 26
2021
Q4 		$6.05M Buy
74,558
+1,126
+2% +$92.7K 1.85% 27
2021
Q3 		$5.51M Sell
73,432
-540
-0.7% -$41.7K 1.8% 26
2021
Q2 		$5.46M Buy
73,972
+21,350
+41% +$1.5M 1.81% 25
2021
Q1 		$3.49M Buy
52,622
+36,708
+231% +$2.42M 1.37% 28
2020
Q4 		$1.03M Sell
15,914
-3,166
-17% -$193K 0.41% 38
2020
Q3 		$1.15M Buy
19,080
+2,440
+15% +$138K 0.55% 33
2020
Q2 		$899K Buy
16,640
+2,650
+19% +$125K 0.42% 41
2020
Q1 		$624K Buy
13,990
+2,940
+27% +$134K 0.35% 43
2019
Q4 		$506K Hold
11,050
– – 0.24% 58
2019
Q3 		$445K Buy
11,050
+830
+8% +$33.2K 0.22% 59
2019
Q2 		$398K Sell
10,220
-300
-3% -$11.4K 0.21% 58
2019
Q1 		$389K Buy
+10,520
New +$360K 0.22% 59
2018
Q4 		– Hold
0
– – – 75
2018
Q3 		– Sell
-8,950
Closed -$328K – 76
2018
Q2 		$310K Buy
8,950
+800
+10% +$27.4K 0.18% 65
2018
Q1 		$266K Hold
8,150
– – 0.15% 69
2017
Q4 		$260K Sell
8,150
-6,450
-44% -$202K 0.15% 72
2017
Q3 		$431K Buy
14,600
+1,600
+12% +$46.1K 0.26% 59
2017
Q2 		$355K Sell
13,000
-1,000
-7% -$27.5K 0.23% 58
2017
Q1 		$373K Sell
14,000
-1,200
-8% -$30.9K 0.23% 60
2016
Q4 		$368K Buy
+15,200
New +$363K 0.24% 60
2016
Q3 		– Sell
-1,600
Closed -$34.7K – 305
2016
Q2 		$34.7K Hold
1,600
– – 0.02% 128
2016
Q1 		$35.5K Hold
1,600
– – 0.03% 127
2015
Q4 		$34K Buy
+1,600
New +$34.5K 0.02% 142

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WESPAC Advisors SoCal's XLK Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3% in Q2 2026, selling an estimated $299K and leaving 56,083 shares worth $10.7M. The position accounts for 1.91% of the portfolio, ranked #22.

WESPAC Advisors SoCal first reported a position in XLK in Q4 2015 and has held it in 40 quarters since. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • WESPAC Advisors SoCal held 56,083 shares of State Street Technology Select Sector SPDR ETF worth $10.7M as of Q2 2026.
  • WESPAC Advisors SoCal sold 1,752 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $299K.
  • State Street Technology Select Sector SPDR ETF made up 1.91% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #22 holding.
  • WESPAC Advisors SoCal first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 40 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.