Wetzel Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wetzel Investment 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	$229K	Sell	1,203 -304	-20%	-$51.9K	0.08%	124
2026 Q1	$200K	Sell	1,507 -37	-2%	-$5.21K	0.08%	131
2025 Q4	$222K	Buy	+1,544	New	+$223K	0.09%	128
2025 Q3	–	Sell	-2,770	Closed	-$351K	–	136
2025 Q2	$351K	Sell	2,770 -268	-9%	-$29.7K	0.16%	85
2025 Q1	$314K	Sell	3,038 -80	-3%	-$9.07K	0.16%	94
2024 Q4	$362K	Sell	3,118 -44	-1%	-$5.12K	0.18%	79
2024 Q3	$357K	Buy	3,162 +144	+5%	+$15.8K	0.18%	83
2024 Q2	$314K	Hold	3,018	–	–	0.18%	86
2024 Q1	$297K	Sell	3,018 -430	-12%	-$43.5K	0.17%	88
2023 Q4	$332K	Buy	+3,448	New	+$307K	0.2%	79

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

Wetzel Investment Advisors's XLK Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $51.9K and leaving 1,203 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #124.

Wetzel Investment Advisors first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $362K in Q4 2024. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wetzel Investment Advisors held 1,203 shares of State Street Technology Select Sector SPDR ETF worth $229K as of Q2 2026.
Wetzel Investment Advisors sold 304 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $51.9K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Wetzel Investment Advisors's portfolio in Q2 2026, its #124 holding.
Wetzel Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Wetzel Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $362K in Q4 2024.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.