WWM
XLK icon

Wolff Wiese Magana’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wolff Wiese Magana’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 		$21.7K Hold
114
– – 0.01% 348
2026
Q1 		$15.2K Hold
114
– – 0.01% 383
2025
Q4 		$16.4K Hold
114
– – 0.01% 343
2025
Q3 		$16.1K Hold
114
– – 0.01% 361
2025
Q2 		$14.4K Buy
114
+6
+6% +$666 0.01% 342
2025
Q1 		$11.2K Buy
108
+18
+20% +$2.04K 0.01% 386
2024
Q4 		$10.5K Buy
90
+8
+10% +$931 0.01% 419
2024
Q3 		$9.26K Hold
82
– – 0.01% 457
2024
Q2 		$9.28K Buy
82
+34
+71% +$3.58K 0.01% 334
2024
Q1 		$5K Buy
48
+32
+200% +$3.24K ﹤0.01% 394
2023
Q4 		$1.54K Hold
16
– – ﹤0.01% 514
2023
Q3 		$1.31K Buy
+16
New +$1.37K ﹤0.01% 586
2023
Q2 		– Sell
-142
Closed -$10.7K – 845
2023
Q1 		$10.7K Hold
142
– – 0.01% 338
2022
Q4 		$8.84K Sell
142
-1,908
-93% -$121K 0.01% 347
2022
Q3 		$121K Buy
2,050
+24
+1% +$1.64K 0.1% 147
2022
Q2 		$129K Hold
2,026
– – 0.09% 149
2022
Q1 		$161K Buy
2,026
+700
+53% +$55K 0.11% 142
2021
Q4 		$115K Buy
1,326
+694
+110% +$57.2K 0.07% 187
2021
Q3 		$47K Buy
+632
New +$48.8K 0.03% 289

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return