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

Albion Financial 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	$305K	Hold	1,601	–	–	0.02%	164
2026 Q1	$213K	Hold	1,601	–	–	0.01%	167
2025 Q4	$230K	Sell	1,601 -525	-25%	-$75.8K	0.01%	163
2025 Q3	$300K	Hold	2,126	–	–	0.02%	156
2025 Q2	$269K	Hold	2,126	–	–	0.02%	158
2025 Q1	$219K	Hold	2,126	–	–	0.02%	173
2024 Q4	$247K	Hold	2,126	–	–	0.02%	174
2024 Q3	$240K	Hold	2,126	–	–	0.02%	170
2024 Q2	$240K	Hold	2,126	–	–	0.02%	174
2024 Q1	$221K	Hold	2,126	–	–	0.02%	173
2023 Q4	$205K	Sell	2,126 -164	-7%	-$14.6K	0.02%	180
2023 Q3	$188K	Hold	2,290	–	–	0.02%	167
2023 Q2	$199K	Hold	2,290	–	–	0.02%	176
2023 Q1	$173K	Hold	2,290	–	–	0.02%	167
2022 Q4	$142K	Sell	2,290 -230	-9%	-$14.6K	0.01%	172
2022 Q3	$150K	Hold	2,520	–	–	0.02%	172
2022 Q2	$160K	Hold	2,520	–	–	0.02%	178
2022 Q1	$200K	Hold	2,520	–	–	0.02%	198
2021 Q4	$219K	Sell	2,520 -380	-13%	-$31.3K	0.02%	208
2021 Q3	$217K	Hold	2,900	–	–	0.02%	181
2021 Q2	$214K	Buy	+2,900	New	+$203K	0.02%	184
2020 Q4	$189K	Buy	+2,900	New	+$177K	0.02%	182
2017 Q4	–	Sell	-7,380	Closed	-$218K	–	198
2017 Q3	$218K	Hold	7,380	–	–	0.03%	180
2017 Q2	$202K	Buy	+7,380	New	+$203K	0.03%	184

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Albion Financial Group's XLK Position: Q2 2026 in Review

Albion Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,601 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #164.

Albion Financial Group first reported a position in XLK in Q2 2017 and has held it in 24 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Albion Financial Group held 1,601 shares of State Street Technology Select Sector SPDR ETF worth $305K as of Q2 2026.
Albion Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #164 holding.
Albion Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 24 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.