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

Affiance 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	$709K	Buy	3,724 +283	+8%	+$48.4K	0.1%	65
2026 Q1	$457K	Sell	3,441 -211	-6%	-$29.7K	0.07%	74
2025 Q4	$526K	Hold	3,652	–	–	0.08%	70
2025 Q3	$515K	Buy	3,652 +192	+6%	+$25.4K	0.09%	68
2025 Q2	$438K	Buy	+3,460	New	+$384K	0.09%	69
2024 Q1	–	Sell	-12,286	Closed	-$1.18M	–	104
2023 Q4	$1.18M	Hold	12,286	–	–	0.34%	46
2023 Q3	$1.01M	Sell	12,286 -530	-4%	-$45.5K	0.51%	45
2023 Q2	$1.11M	Sell	12,816 -300	-2%	-$23.6K	0.54%	44
2023 Q1	$990K	Hold	13,116	–	–	0.52%	43
2022 Q4	$816K	Buy	+13,116	New	+$833K	0.33%	50

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affiance Financial's XLK Position: Q2 2026 in Review

Affiance Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.2% in Q2 2026, buying an estimated $48.4K and bringing the position to 3,724 shares worth $709K. The position accounts for 0.1% of the portfolio, ranked #65.

Affiance Financial first reported a position in XLK in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2023. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Affiance Financial held 3,724 shares of State Street Technology Select Sector SPDR ETF worth $709K as of Q2 2026.
Affiance Financial bought 283 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $48.4K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Affiance Financial's portfolio in Q2 2026, its #65 holding.
Affiance Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Affiance Financial's State Street Technology Select Sector SPDR ETF position peaked at $1.18M in Q4 2023.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.