Wisconsin Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wisconsin Wealth 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	$388K	Buy	2,034 +88	+5%	+$15K	0.33%	68
2026 Q1	$259K	Buy	1,946 +28	+1%	+$3.95K	0.25%	79
2025 Q4	$276K	Hold	1,918	–	–	0.27%	76
2025 Q3	$270K	Buy	+1,918	New	+$254K	0.26%	80

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Wisconsin Wealth Advisors's XLK Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.5% in Q2 2026, buying an estimated $15K and bringing the position to 2,034 shares worth $388K. The position accounts for 0.33% of the portfolio, ranked #68.

Wisconsin Wealth Advisors first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wisconsin Wealth Advisors held 2,034 shares of State Street Technology Select Sector SPDR ETF worth $388K as of Q2 2026.
Wisconsin Wealth Advisors bought 88 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $15K.
State Street Technology Select Sector SPDR ETF made up 0.33% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Wisconsin Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.