WT Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WT Wealth Management’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	$652K	Sell	3,422 -6	-0.2%	-$1.02K	0.18%	87
2026 Q1	$456K	Sell	3,428 -294	-8%	-$41.4K	0.14%	101
2025 Q4	$536K	Hold	3,722	–	–	0.15%	91
2025 Q3	$525K	Hold	3,722	–	–	0.15%	90
2025 Q2	$471K	Hold	3,722	–	–	0.14%	98
2025 Q1	$384K	Sell	3,722 -296	-7%	-$33.6K	0.12%	96
2024 Q4	$467K	Sell	4,018 -500	-11%	-$58.2K	0.15%	87
2024 Q3	$522K	Sell	4,518 -5,732	-56%	-$629K	0.17%	83
2024 Q2	$1.16M	Sell	10,250 -342	-3%	-$36K	0.4%	68
2024 Q1	$1.1M	Sell	10,592 -202	-2%	-$20.4K	0.39%	70
2023 Q4	$1.04M	Buy	10,794 +252	+2%	+$22.4K	0.41%	68
2023 Q3	$864K	Sell	10,542 -610	-5%	-$52.3K	0.37%	64
2023 Q2	$970K	Buy	11,152 +1,670	+18%	+$132K	0.4%	71
2023 Q1	$716K	Buy	9,482 +990	+12%	+$68.1K	0.31%	80
2022 Q4	$528K	Buy	8,492 +2,948	+53%	+$187K	0.26%	72
2022 Q3	$329K	Sell	5,544 -500	-8%	-$34.1K	0.17%	79
2022 Q2	$384K	Sell	6,044 -340	-5%	-$23.7K	0.19%	87
2022 Q1	$507K	Sell	6,384 -872	-12%	-$68.5K	0.19%	89
2021 Q4	$631K	Sell	7,256 -90	-1%	-$7.41K	0.23%	86
2021 Q3	$548K	Sell	7,346 -2,460	-25%	-$190K	0.21%	92
2021 Q2	$724K	Sell	9,806 -2,978	-23%	-$209K	0.29%	89
2021 Q1	$849K	Sell	12,784 -1,600	-11%	-$106K	0.39%	76
2020 Q4	$935K	Sell	14,384 -10,528	-42%	-$641K	0.51%	69
2020 Q3	$1.45M	Sell	24,912 -4,152	-14%	-$235K	0.96%	27
2020 Q2	$1.52M	Sell	29,064 -848	-3%	-$39.9K	1.22%	17
2020 Q1	$1.2M	Sell	29,912 -5,436	-15%	-$248K	1.27%	18
2019 Q4	$1.62M	Sell	35,348 -268	-0.8%	-$11.5K	1.23%	22
2019 Q3	$1.43M	Buy	+35,616	New	+$1.42M	1.25%	22

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

WT Wealth Management's XLK Position: Q2 2026 in Review

WT Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.18% in Q2 2026, selling an estimated $1.02K and leaving 3,422 shares worth $652K. The position accounts for 0.18% of the portfolio, ranked #87.

WT Wealth Management first reported a position in XLK in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.62M in Q4 2019. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WT Wealth Management held 3,422 shares of State Street Technology Select Sector SPDR ETF worth $652K as of Q2 2026.
WT Wealth Management sold 6 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.02K.
State Street Technology Select Sector SPDR ETF made up 0.18% of WT Wealth Management's portfolio in Q2 2026, its #87 holding.
WT Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
WT Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.62M in Q4 2019.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.