AAFMAA Wealth Management & Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

AAFMAA Wealth Management & Trust’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	$13.8M	Buy	72,597 +851	+1%	+$145K	4.83%	8
2026 Q1	$9.54M	Buy	71,746 +23,392	+48%	+$3.3M	3.7%	9
2025 Q4	$6.96M	Buy	48,354 +13,074	+37%	+$1.89M	2.73%	8
2025 Q3	$4.97M	Sell	35,280 -208	-0.6%	-$27.5K	1.97%	9
2025 Q2	$4.49M	Buy	35,488 +834	+2%	+$92.5K	1.86%	10
2025 Q1	$3.58M	Sell	34,654 -23,042	-40%	-$2.61M	1.62%	13
2024 Q4	$6.71M	Buy	57,696 +1,064	+2%	+$124K	2.94%	9
2024 Q3	$6.39M	Buy	56,632 +35,542	+169%	+$3.9M	2.82%	8
2024 Q2	$2.39M	Buy	+21,090	New	+$2.22M	1.17%	22

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AAFMAA Wealth Management & Trust's XLK Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, buying an estimated $145K and bringing the position to 72,597 shares worth $13.8M. The position accounts for 4.83% of the portfolio, ranked #8.

AAFMAA Wealth Management & Trust first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 943 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

AAFMAA Wealth Management & Trust held 72,597 shares of State Street Technology Select Sector SPDR ETF worth $13.8M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 851 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 4.83% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #8 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
943 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.