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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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. 642 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.
642 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.