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

AmeriFlex 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	$528K	Buy	2,772 +1,713	+162%	+$293K	0.22%	94
2026 Q1	$141K	Sell	1,059 -4	-0.4%	-$564	0.07%	223
2025 Q4	$153K	Sell	1,063 -45	-4%	-$6.5K	0.08%	208
2025 Q3	$156K	Sell	1,108 -21,208	-95%	-$2.81M	0.06%	251
2025 Q2	$2.8M	Buy	22,316 +1,058	+5%	+$117K	1.47%	9
2025 Q1	$2.19M	Buy	21,258 +20,078	+1,702%	+$2.28M	0.9%	21
2024 Q4	$136K	Buy	+1,180	New	+$137K	0.06%	257

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

AmeriFlex Group's XLK Position: Q2 2026 in Review

AmeriFlex Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 162% in Q2 2026, buying an estimated $293K and bringing the position to 2,772 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #94.

AmeriFlex Group first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

AmeriFlex Group held 2,772 shares of State Street Technology Select Sector SPDR ETF worth $528K as of Q2 2026.
AmeriFlex Group bought 1,713 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $293K.
State Street Technology Select Sector SPDR ETF made up 0.22% of AmeriFlex Group's portfolio in Q2 2026, its #94 holding.
AmeriFlex Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's State Street Technology Select Sector SPDR ETF position peaked at $2.8M in Q2 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.