AFG Fiduciary Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

AFG Fiduciary 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	$4.34M	Sell	24,049 -5,981	-20%	-$1.02M	3.38%	7
2026 Q1	$4.11M	Buy	30,030 +105	+0.4%	+$14.8K	2.4%	11
2025 Q4	$4.32M	Sell	29,925 -917	-3%	-$132K	2.56%	11
2025 Q3	$4.39M	Sell	30,842 -2,468	-7%	-$327K	2.53%	12
2025 Q2	$4.18M	Sell	33,310 -1,842	-5%	-$204K	2.67%	10
2025 Q1	$3.58M	Buy	35,152 +1,112	+3%	+$126K	2.62%	10
2024 Q4	$3.95M	Sell	34,040 -1,972	-5%	-$229K	2.79%	10
2024 Q3	$4.16M	Buy	36,012 +1,158	+3%	+$127K	2.8%	9
2024 Q2	$3.94M	Sell	34,854 -1,598	-4%	-$168K	2.75%	9
2024 Q1	$3.78M	Sell	36,452 -1,026	-3%	-$104K	2.79%	9
2023 Q4	$3.54M	Buy	37,478 +744	+2%	+$66.2K	2.88%	10
2023 Q3	$3.1M	Sell	36,734 -150	-0.4%	-$12.9K	2.75%	9
2023 Q2	$3.25M	Sell	36,884 -2,616	-7%	-$206K	2.44%	9
2023 Q1	$2.98M	Sell	39,500 -2,580	-6%	-$178K	2.75%	10
2022 Q4	$2.62M	Sell	42,080 -962	-2%	-$61.1K	2.46%	12
2022 Q3	$2.56M	Buy	43,042 +1,426	+3%	+$97.3K	2.41%	12
2022 Q2	$2.65M	Buy	41,616 +448	+1%	+$31.2K	2.3%	11
2022 Q1	$3.27M	Sell	41,168 -14,532	-26%	-$1.14M	2.3%	8
2021 Q4	$4.84M	Buy	+55,700	New	+$4.59M	3.4%	5

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 22.96% 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

AFG Fiduciary Services's XLK Position: Q2 2026 in Review

AFG Fiduciary Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $1.02M and leaving 24,049 shares worth $4.34M. The position accounts for 3.38% of the portfolio, ranked #7.

AFG Fiduciary Services first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.84M in Q4 2021. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

AFG Fiduciary Services held 24,049 shares of State Street Technology Select Sector SPDR ETF worth $4.34M as of Q2 2026.
AFG Fiduciary Services sold 5,981 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.02M.
State Street Technology Select Sector SPDR ETF made up 3.38% of AFG Fiduciary Services's portfolio in Q2 2026, its #7 holding.
AFG Fiduciary Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
AFG Fiduciary Services's State Street Technology Select Sector SPDR ETF position peaked at $4.84M in Q4 2021.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.