AFS
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Access Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Access Financial Services’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 		$1.35M Sell
7,080
-141
-2% -$24.1K 0.44% 43
2026
Q1 		$960K Sell
7,221
-9,301
-56% -$1.31M 0.34% 51
2025
Q4 		$2.38M Sell
16,522
-2,536
-13% -$366K 0.87% 20
2025
Q3 		$2.69M Sell
19,058
-130
-0.7% -$17.2K 0.97% 15
2025
Q2 		$2.43M Sell
19,188
-704
-4% -$78.1K 0.92% 14
2025
Q1 		$2.05M Sell
19,892
-1,720
-8% -$195K 0.83% 18
2024
Q4 		$2.51M Sell
21,612
-542
-2% -$63.1K 1.12% 17
2024
Q3 		$2.5M Sell
22,154
-210
-0.9% -$23.1K 1.15% 16
2024
Q2 		$2.53M Sell
22,364
-342
-2% -$36K 1.15% 15
2024
Q1 		$2.36M Sell
22,706
-2,482
-10% -$251K 1.06% 16
2023
Q4 		$2.42M Buy
25,188
+274
+1% +$24.4K 1.25% 12
2023
Q3 		$2.04M Buy
24,914
+204
+0.8% +$17.5K 1.22% 11
2023
Q2 		$2.15M Sell
24,710
-366
-1% -$28.8K 1.25% 12
2023
Q1 		$1.89M Buy
25,076
+166
+0.7% +$11.4K 1.15% 14
2022
Q4 		$1.55M Sell
24,910
-324
-1% -$20.6K 0.95% 24
2022
Q3 		$1.5M Buy
25,234
+8,820
+54% +$602K 0.97% 20
2022
Q2 		$1.04M Buy
16,414
+7,832
+91% +$546K 0.6% 53
2022
Q1 		$682K Hold
8,582
– – 0.32% 78
2021
Q4 		$746K Hold
8,582
– – 0.34% 76
2021
Q3 		$641K Sell
8,582
-1,070
-11% -$82.6K 0.29% 81
2021
Q2 		$713K Sell
9,652
-200
-2% -$14K 0.33% 78
2021
Q1 		$654K Sell
9,852
-200
-2% -$13.2K 0.31% 66
2020
Q4 		$653K Sell
10,052
-1,918
-16% -$117K 0.32% 61
2020
Q3 		$698K Sell
11,970
-300
-2% -$16.9K 0.38% 56
2020
Q2 		$641K Buy
12,270
+1,480
+14% +$69.6K 0.42% 52
2020
Q1 		$434K Sell
10,790
-580
-5% -$26.5K 0.35% 51
2019
Q4 		$521K Sell
11,370
-120
-1% -$5.14K 0.3% 58
2019
Q3 		$463K Hold
11,490
– – 0.33% 55
2019
Q2 		$448K Sell
11,490
-1,400
-11% -$53.4K 0.34% 57
2019
Q1 		$477K Sell
12,890
-640
-5% -$21.9K 0.38% 51
2018
Q4 		$419K Sell
13,530
-8,770
-39% -$297K 0.37% 53
2018
Q3 		$840K Hold
22,300
– – 0.58% 40
2018
Q2 		$775K Buy
22,300
+8,190
+58% +$281K 0.55% 44
2018
Q1 		$462K Sell
14,110
-500
-3% -$16.8K 0.34% 52
2017
Q4 		$467K Hold
14,610
– – 0.32% 54
2017
Q3 		$432K Sell
14,610
-140
-0.9% -$4.03K 0.33% 56
2017
Q2 		$404K Hold
14,750
– – 0.33% 57
2017
Q1 		$393K Sell
14,750
-1,000
-6% -$25.8K 0.33% 54
2016
Q4 		$381K Buy
+15,750
New +$376K 0.35% 51

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Access Financial Services's XLK Position: Q2 2026 in Review

Access Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $24.1K and leaving 7,080 shares worth $1.35M. The position accounts for 0.44% of the portfolio, ranked #43.

Access Financial Services first reported a position in XLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.69M in Q3 2025. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Access Financial Services held 7,080 shares of State Street Technology Select Sector SPDR ETF worth $1.35M as of Q2 2026.
  • Access Financial Services sold 141 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $24.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.44% of Access Financial Services's portfolio in Q2 2026, its #43 holding.
  • Access Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $2.69M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.