Affinity Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Affinity Wealth Management’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	$401K	Buy	2,106 +70	+3%	+$12K	0.05%	76
2026 Q1	$271K	Buy	2,036 +12	+0.6%	+$1.69K	0.04%	85
2025 Q4	$291K	Sell	2,024 -276	-12%	-$39.9K	0.04%	80
2025 Q3	$324K	Buy	2,300 +12	+0.5%	+$1.59K	0.05%	75
2025 Q2	$290K	Buy	2,288 +102	+5%	+$11.3K	0.05%	82
2025 Q1	$226K	Buy	2,186 +12	+0.6%	+$1.36K	0.04%	90
2024 Q4	$253K	Buy	2,174 +14	+0.6%	+$1.63K	0.04%	90
2024 Q3	$244K	Sell	2,160 -94	-4%	-$10.3K	0.04%	98
2024 Q2	$255K	Buy	2,254 +90	+4%	+$9.48K	0.05%	92
2024 Q1	$225K	Buy	2,164 +16	+0.7%	+$1.62K	0.04%	96
2023 Q4	$207K	Buy	+2,148	New	+$191K	0.04%	98
2022 Q4	–	Sell	-278,156	Closed	-$16.5M	–	122
2022 Q3	$16.5M	Buy	278,156 +12,076	+5%	+$824K	4.11%	12
2022 Q2	$17.5M	Buy	+266,080	New	+$18.5M	4.03%	13
2021 Q1	–	Sell	-286,214	Closed	-$18.5M	–	107
2020 Q4	$18.5M	Buy	286,214 +88,926	+45%	+$5.42M	3.9%	10
2020 Q3	$11.5M	Buy	+197,288	New	+$11.1M	3.1%	12
2020 Q2	–	Sell	-137,826	Closed	-$6.13M	–	66
2020 Q1	$6.13M	Buy	+137,826	New	+$6.29M	3.67%	4
2016 Q3	–	Sell	-9,696	Closed	-$210K	–	66
2016 Q2	$210K	Sell	9,696 -427,830	-98%	-$9.28M	0.14%	51
2016 Q1	$9.7M	Sell	437,526 -330,716	-43%	-$6.83M	5.96%	8
2015 Q4	$16.5M	Buy	+768,242	New	+$16.5M	10.83%	2

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Affinity Wealth Management's XLK Position: Q2 2026 in Review

Affinity Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, buying an estimated $12K and bringing the position to 2,106 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #76.

Affinity Wealth Management first reported a position in XLK in Q4 2015 and has held it in 19 quarters since. The position peaked at $18.5M in Q4 2020. 1,381 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Affinity Wealth Management held 2,106 shares of State Street Technology Select Sector SPDR ETF worth $401K as of Q2 2026.
Affinity Wealth Management bought 70 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #76 holding.
Affinity Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 19 quarters since.
Affinity Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $18.5M in Q4 2020.
1,381 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.