Advisory Resource Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advisory Resource Group’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	$406K	Buy	2,131 +1	+0%	+$171	0.06%	147
2026 Q1	$283K	Buy	2,130 +13	+0.6%	+$1.83K	0.05%	155
2025 Q4	$305K	Buy	2,117 +251	+13%	+$36.2K	0.05%	144
2025 Q3	$263K	Sell	1,866 -218	-10%	-$28.9K	0.05%	153
2025 Q2	$264K	Buy	2,084 +4	+0.2%	+$444	0.05%	153
2025 Q1	$215K	Sell	2,080 -76	-4%	-$8.62K	0.04%	159
2024 Q4	$251K	Sell	2,156 -378	-15%	-$44K	0.05%	148
2024 Q3	$286K	Buy	2,534 +4	+0.2%	+$439	0.06%	140
2024 Q2	$286K	Buy	2,530 +10	+0.4%	+$1.05K	0.06%	133
2024 Q1	$262K	Buy	2,520 +42	+2%	+$4.25K	0.06%	141
2023 Q4	$239K	Hold	2,478	–	–	0.06%	138
2023 Q3	$203K	Buy	+2,478	New	+$213K	0.05%	150
2021 Q4	–	Sell	-7,916	Closed	-$591K	–	164
2021 Q3	$591K	Buy	7,916 +330	+4%	+$25.5K	0.22%	64
2021 Q2	$560K	Buy	7,586 +748	+11%	+$52.4K	0.22%	68
2021 Q1	$454K	Buy	6,838 +582	+9%	+$38.4K	0.21%	66
2020 Q4	$407K	Buy	6,256 +476	+8%	+$29K	0.2%	61
2020 Q3	$337K	Sell	5,780 -16,022	-73%	-$905K	0.2%	63
2020 Q2	$1.14M	Sell	21,802 -6,448	-23%	-$303K	0.7%	36
2020 Q1	$1.14M	Buy	28,250 +2,190	+8%	+$100K	0.87%	26
2019 Q4	$1.19M	Buy	26,060 +310	+1%	+$13.3K	0.67%	34
2019 Q3	$1.04M	Buy	25,750 +1,800	+8%	+$72K	0.56%	34
2019 Q2	$935K	Buy	23,950 +12,310	+106%	+$469K	0.51%	35
2019 Q1	$439K	Sell	11,640 -1,764	-13%	-$60.4K	0.24%	52
2018 Q4	$415K	Buy	+13,404	New	+$453K	0.25%	46

Other funds holding XLK

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advisory Resource Group's XLK Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q2 2026, buying an estimated $171 and bringing the position to 2,131 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #147.

Advisory Resource Group first reported a position in XLK in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.19M in Q4 2019. 479 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advisory Resource Group held 2,131 shares of State Street Technology Select Sector SPDR ETF worth $406K as of Q2 2026.
Advisory Resource Group bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #147 holding.
Advisory Resource Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
Advisory Resource Group's State Street Technology Select Sector SPDR ETF position peaked at $1.19M in Q4 2019.
479 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.