West Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

West Wealth Group’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	$209K	Buy	+1,095	New	+$187K	0.03%	136
2025 Q1	–	Sell	-1,922	Closed	-$223K	–	105
2024 Q4	$223K	Buy	+1,922	New	+$224K	0.07%	87

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Wealth Group's XLK Position: Q2 2026 in Review

West Wealth Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,095 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings. This is a return to the name: West Wealth Group previously reported a position in XLK as recently as Q4 2024.

West Wealth Group first reported a position in XLK in Q4 2024 and has held it in 2 quarters since. The position peaked at $223K in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

West Wealth Group held 1,095 shares of State Street Technology Select Sector SPDR ETF worth $209K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new West Wealth Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of West Wealth Group's portfolio in Q2 2026, its #136 holding.
West Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
West Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $223K in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.