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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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. 722 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.
  • 722 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.