World Equity Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

World Equity Group’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	$2.88M	Buy	15,111 +1,090	+8%	+$186K	0.64%	32
2026 Q1	$1.86M	Sell	14,021 -2,582	-16%	-$364K	0.48%	39
2025 Q4	$2.39M	Buy	16,603 +1,859	+13%	+$268K	0.67%	30
2025 Q3	$2.08M	Sell	14,744 -128	-0.9%	-$17K	0.47%	42
2025 Q2	$1.88M	Buy	14,872 +1,086	+8%	+$121K	0.51%	37
2025 Q1	$1.42M	Sell	13,786 -14,950	-52%	-$1.69M	0.41%	56
2024 Q4	$3.34M	Buy	28,736 +12,216	+74%	+$1.42M	0.72%	35
2024 Q3	$1.86M	Buy	16,520 +2,078	+14%	+$228K	0.67%	36
2024 Q2	$1.63M	Sell	14,442 -1,612	-10%	-$170K	0.49%	53
2024 Q1	$1.67M	Buy	16,054 +614	+4%	+$62.1K	0.34%	71
2023 Q4	$1.49M	Sell	15,440 -11,520	-43%	-$1.03M	0.3%	82
2023 Q3	$2.21M	Sell	26,960 -758	-3%	-$65K	0.46%	51
2023 Q2	$2.41M	Sell	27,718 -6,252	-18%	-$493K	0.71%	27
2023 Q1	$517K	Buy	33,970 +12,590	+59%	+$866K	0.08%	274
2022 Q4	$1.33M	Sell	21,380 -440	-2%	-$27.9K	0.32%	85
2022 Q3	$1.3M	Sell	21,820 -4,848	-18%	-$331K	0.33%	80
2022 Q2	$1.69M	Sell	26,668 -12,388	-32%	-$863K	0.43%	63
2022 Q1	$3.1M	Buy	+39,056	New	+$3.07M	0.67%	29

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

World Equity Group's XLK Position: Q2 2026 in Review

World Equity Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.8% in Q2 2026, buying an estimated $186K and bringing the position to 15,111 shares worth $2.88M. The position accounts for 0.64% of the portfolio, ranked #32.

World Equity Group first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.34M in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

World Equity Group held 15,111 shares of State Street Technology Select Sector SPDR ETF worth $2.88M as of Q2 2026.
World Equity Group bought 1,090 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $186K.
State Street Technology Select Sector SPDR ETF made up 0.64% of World Equity Group's portfolio in Q2 2026, its #32 holding.
World Equity Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's State Street Technology Select Sector SPDR ETF position peaked at $3.34M in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.