Williams & Novak’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Williams & Novak’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	$805K	Buy	4,227 +1,163	+38%	+$199K	0.53%	51
2026 Q1	$413K	Buy	3,064 +115	+4%	+$16.2K	0.31%	73
2025 Q4	$425K	Sell	2,949 -7	-0.2%	-$1.01K	0.32%	72
2025 Q3	$417K	Sell	2,956 -316	-10%	-$41.9K	0.32%	70
2025 Q2	$414K	Sell	3,272 -940	-22%	-$104K	0.35%	72
2025 Q1	$438K	Sell	4,212 -70	-2%	-$7.94K	0.43%	63
2024 Q4	$498K	Buy	4,282 +46	+1%	+$5.35K	0.48%	57
2024 Q3	$478K	Hold	4,236	–	–	0.45%	57
2024 Q2	$479K	Hold	4,236	–	–	0.45%	56
2024 Q1	$408K	Hold	4,236	–	–	0.46%	53
2023 Q4	$408K	Buy	+4,236	New	+$377K	0.46%	53

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Williams & Novak's XLK Position: Q2 2026 in Review

Williams & Novak increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q2 2026, buying an estimated $199K and bringing the position to 4,227 shares worth $805K. The position accounts for 0.53% of the portfolio, ranked #51.

Williams & Novak first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Williams & Novak held 4,227 shares of State Street Technology Select Sector SPDR ETF worth $805K as of Q2 2026.
Williams & Novak bought 1,163 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $199K.
State Street Technology Select Sector SPDR ETF made up 0.53% of Williams & Novak's portfolio in Q2 2026, its #51 holding.
Williams & Novak first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.