626 Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

626 Financial’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	$2.06M	Sell	10,824 -591	-5%	-$101K	0.8%	24
2026 Q1	$1.52M	Sell	11,415 -1,984	-15%	-$280K	0.68%	27
2025 Q4	$1.93M	Sell	13,399 -113	-0.8%	-$16.3K	0.83%	20
2025 Q3	$1.9M	Sell	13,512 -374	-3%	-$49.5K	0.84%	20
2025 Q2	$1.76M	Buy	13,886 +34	+0.2%	+$3.77K	0.82%	21
2025 Q1	$1.43M	Sell	13,852 -98	-0.7%	-$11.1K	0.74%	24
2024 Q4	$1.62M	Sell	13,950 -800	-5%	-$93.1K	0.87%	21
2024 Q3	$1.67M	Sell	14,750 -1,534	-9%	-$168K	0.92%	22
2024 Q2	$1.84M	Sell	16,284 -1,016	-6%	-$107K	1.06%	19
2024 Q1	$1.8M	Sell	17,300 -5,418	-24%	-$548K	1.09%	18
2023 Q4	$2.19M	Sell	22,718 -21,518	-49%	-$1.92M	1.45%	15
2023 Q3	$3.63M	Sell	44,236 -2,050	-4%	-$176K	2.45%	10
2023 Q2	$4.02M	Sell	46,286 -806	-2%	-$63.5K	2.57%	9
2023 Q1	$3.56M	Buy	47,092 +822	+2%	+$56.6K	2.35%	10
2022 Q4	$2.88M	Buy	46,270 +9,120	+25%	+$579K	2%	9
2022 Q3	$2.21M	Buy	37,150 +210	+0.6%	+$14.3K	1.79%	14
2022 Q2	$2.35M	Buy	36,940 +3,998	+12%	+$278K	1.78%	14
2022 Q1	$2.62M	Sell	32,942 -12,738	-28%	-$1,000K	1.68%	14
2021 Q4	$3.97M	Buy	+45,680	New	+$3.76M	2.43%	8
2021 Q1	$2.62M	Buy	+32,942	New	+$2.17M	1.68%	14

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

626 Financial's XLK Position: Q2 2026 in Review

626 Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.2% in Q2 2026, selling an estimated $101K and leaving 10,824 shares worth $2.06M. The position accounts for 0.8% of the portfolio, ranked #24.

626 Financial first reported a position in XLK in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q2 2023. 2,649 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

626 Financial held 10,824 shares of State Street Technology Select Sector SPDR ETF worth $2.06M as of Q2 2026.
626 Financial sold 591 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Technology Select Sector SPDR ETF made up 0.8% of 626 Financial's portfolio in Q2 2026, its #24 holding.
626 Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
626 Financial's State Street Technology Select Sector SPDR ETF position peaked at $4.02M in Q2 2023.
2,649 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.