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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.13M Sell
11,159
-329
-3% -$56.2K 0.51% 47
2026
Q1
$1.53M Buy
11,488
+1,025
+10% +$144K 0.42% 57
2025
Q4
$1.51M Buy
10,463
+607
+6% +$87.7K 0.38% 61
2025
Q3
$1.39M Buy
9,856
+710
+8% +$94K 0.36% 62
2025
Q2
$1.16M Buy
9,146
+620
+7% +$68.8K 0.33% 62
2025
Q1
$880K Sell
8,526
-16
-0.2% -$1.81K 0.27% 65
2024
Q4
$993K Buy
8,542
+96
+1% +$11.2K 0.28% 62
2024
Q3
$953K Buy
8,446
+4
+0% +$439 0.28% 63
2024
Q2
$955K Buy
8,442
+870
+11% +$91.6K 0.3% 60
2024
Q1
$789K Buy
7,572
+630
+9% +$63.7K 0.25% 67
2023
Q4
$668K Buy
6,942
+276
+4% +$24.6K 0.23% 68
2023
Q3
$546K Buy
6,666
+2,366
+55% +$203K 0.22% 72
2023
Q2
$374K Buy
+4,300
New +$339K 0.12% 102

Other funds holding XLK

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

Xcel Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q2 2026, selling an estimated $56.2K and leaving 11,159 shares worth $2.13M. The position accounts for 0.51% of the portfolio, ranked #47.

Xcel Wealth Management first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Xcel Wealth Management held 11,159 shares of State Street Technology Select Sector SPDR ETF worth $2.13M as of Q2 2026.
  • Xcel Wealth Management sold 329 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $56.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.51% of Xcel Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Xcel Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.