Westside Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Westside Investment Management’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	$7.79M	Sell	40,872 -210	-0.5%	-$35.9K	1.02%	23
2026 Q1	$5.48M	Buy	41,082 +316	+0.8%	+$44.5K	0.84%	28
2025 Q4	$5.87M	Sell	40,766 -940	-2%	-$136K	0.94%	24
2025 Q3	$5.89M	Sell	41,706 -912	-2%	-$121K	0.94%	25
2025 Q2	$5.39M	Sell	42,618 -1,326	-3%	-$147K	1%	23
2025 Q1	$4.54M	Sell	43,944 -902	-2%	-$102K	0.97%	25
2024 Q4	$5.21M	Sell	44,846 -1,778	-4%	-$207K	1.1%	23
2024 Q3	$5.21M	Sell	46,624 -1,436	-3%	-$158K	1.11%	21
2024 Q2	$5.44M	Sell	48,060 -1,046	-2%	-$110K	1.24%	18
2024 Q1	$5.12M	Sell	49,106 -2,672	-5%	-$270K	1.23%	18
2023 Q4	$4.98M	Sell	51,778 -796	-2%	-$70.9K	1.27%	18
2023 Q3	$4.31M	Sell	52,574 -760	-1%	-$65.2K	1.24%	20
2023 Q2	$4.63M	Sell	53,334 -800	-1%	-$63.1K	1.31%	17
2023 Q1	$4.09M	Sell	54,134 -320	-0.6%	-$22K	1.2%	19
2022 Q4	$504K	Buy	54,454 +612	+1%	+$38.9K	1.24%	16
2022 Q3	$480K	Buy	53,842 +720	+1%	+$49.1K	1.15%	19
2022 Q2	$671K	Buy	53,122 +852	+2%	+$59.3K	1.52%	11
2022 Q1	$672K	Buy	52,270 +510	+1%	+$40K	1.47%	12
2021 Q4	$666K	Sell	51,760 -1,980	-4%	-$163K	1.52%	12
2021 Q3	$665K	Sell	53,740 -4,776	-8%	-$368K	1.53%	11
2021 Q2	$649K	Sell	58,516 -560	-0.9%	-$39.2K	1.5%	14
2021 Q1	$444K	Buy	59,076 +3,074	+5%	+$203K	1.17%	19
2020 Q4	$341K	Buy	56,002 +5,340	+11%	+$325K	0.94%	25
2020 Q3	$306K	Sell	50,662 -1,340	-3%	-$75.7K	0.14%	22
2020 Q2	$274K	Sell	52,002 -80	-0.2%	-$3.76K	0.16%	18
2020 Q1	$131K	Buy	+52,082	New	+$2.38M	0.09%	34
2019 Q2	$47.7K	Buy	+44,020	New	+$1.68M	0.11%	40
2018 Q4	$1.37M	Buy	44,120 +3,020	+7%	+$102K	0.5%	32
2018 Q3	$1.55M	Sell	41,100 -600	-1%	-$22K	0.5%	27
2018 Q2	$1.46M	Buy	41,700 +2,600	+7%	+$89.2K	0.51%	27
2018 Q1	$1.25M	Buy	39,100 +2,680	+7%	+$90K	0.69%	32
2017 Q4	$1.21M	Buy	36,420 +2,920	+9%	+$91.6K	0.66%	34
2017 Q3	$1.01M	Hold	33,500	–	–	0.61%	41
2017 Q2	$928K	Hold	33,500	–	–	0.61%	41
2017 Q1	$889K	Buy	33,500 +4,000	+14%	+$103K	0.42%	39
2016 Q4	$732K	Buy	+29,500	New	+$704K	0.5%	22

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Westside Investment Management's XLK Position: Q2 2026 in Review

Westside Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.51% in Q2 2026, selling an estimated $35.9K and leaving 40,872 shares worth $7.79M. The position accounts for 1.02% of the portfolio, ranked #23.

Westside Investment Management first reported a position in XLK in Q4 2016 and has held it in 36 quarters since. 1,142 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Westside Investment Management held 40,872 shares of State Street Technology Select Sector SPDR ETF worth $7.79M as of Q2 2026.
Westside Investment Management sold 210 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $35.9K.
State Street Technology Select Sector SPDR ETF made up 1.02% of Westside Investment Management's portfolio in Q2 2026, its #23 holding.
Westside Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
1,142 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.