Annex Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Annex Advisory 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	$2.33M	Buy	12,214 +1,867	+18%	+$319K	0.04%	150
2026 Q1	$1.38M	Sell	10,347 -386	-4%	-$54.4K	0.03%	175
2025 Q4	$1.55M	Buy	10,733 +1,263	+13%	+$182K	0.03%	166
2025 Q3	$1.33M	Buy	9,470 +1,110	+13%	+$147K	0.03%	153
2025 Q2	$1.06M	Buy	8,360 +546	+7%	+$60.6K	0.03%	158
2025 Q1	$807K	Hold	7,814	–	–	0.02%	178
2024 Q4	$909K	Buy	7,814 +32	+0.4%	+$3.72K	0.03%	169
2024 Q3	$878K	Sell	7,782 -1,470	-16%	-$161K	0.03%	153
2024 Q2	$1.05M	Sell	9,252 -310	-3%	-$32.6K	0.04%	133
2024 Q1	$996K	Sell	9,562 -4,782	-33%	-$484K	0.04%	129
2023 Q4	$1.38M	Buy	14,344 +2,588	+22%	+$230K	0.06%	110
2023 Q3	$964K	Sell	11,756 -2,532	-18%	-$217K	0.06%	107
2023 Q2	$1.24M	Sell	14,288 -736	-5%	-$58K	0.07%	99
2023 Q1	$1.13M	Sell	15,024 -1,282	-8%	-$88.2K	0.06%	102
2022 Q4	$1.01M	Sell	16,306 -438	-3%	-$27.8K	0.06%	114
2022 Q3	$994K	Sell	16,744 -2,096	-11%	-$143K	0.07%	118
2022 Q2	$1.2M	Buy	18,840 +12,478	+196%	+$869K	0.09%	120
2022 Q1	$506K	Buy	6,362 +292	+5%	+$22.9K	0.04%	151
2021 Q4	$528K	Buy	6,070 +990	+19%	+$81.5K	0.04%	152
2021 Q3	$379K	Sell	5,080 -320	-6%	-$24.7K	0.03%	152
2021 Q2	$399K	Buy	5,400 +1,880	+53%	+$132K	0.03%	157
2021 Q1	$234K	Sell	3,520 -148	-4%	-$9.77K	0.02%	181
2020 Q4	$238K	Sell	3,668 -194	-5%	-$11.8K	0.02%	170
2020 Q3	$225K	Buy	+3,862	New	+$218K	0.03%	125
2018 Q4	–	Sell	-6,062	Closed	-$228K	–	142
2018 Q3	$228K	Sell	6,062 -2,032	-25%	-$74.5K	0.04%	117
2018 Q2	$281K	Sell	8,094 -1,334	-14%	-$45.8K	0.05%	98
2018 Q1	$308K	Buy	9,428 +158	+2%	+$5.31K	0.06%	100
2017 Q4	$296K	Sell	9,270 -738	-7%	-$23.1K	0.06%	98
2017 Q3	$296K	Sell	10,008 -1,028	-9%	-$29.6K	0.06%	99
2017 Q2	$302K	Sell	11,036 -98	-0.9%	-$2.7K	0.07%	100
2017 Q1	$297K	Sell	11,134 -4,000	-26%	-$103K	0.07%	96
2016 Q4	$366K	Buy	15,134 +3,404	+29%	+$81.2K	0.09%	80
2016 Q3	$280K	Sell	11,730 -1,002	-8%	-$23.3K	0.07%	91
2016 Q2	$276K	Sell	12,732 -1,132	-8%	-$24.6K	0.07%	91
2016 Q1	$307K	Buy	13,864 +152	+1%	+$3.14K	0.09%	86
2015 Q4	$294K	Sell	13,712 -1,638	-11%	-$35.3K	0.09%	91
2015 Q3	$303K	Buy	15,350 +1,188	+8%	+$24.5K	0.1%	91
2015 Q2	$293K	Sell	14,162 -570	-4%	-$12.2K	0.09%	94
2015 Q1	$305K	Sell	14,732 -1,920	-12%	-$40K	0.1%	77
2014 Q4	$344K	Sell	16,652 -1,182	-7%	-$24K	0.11%	60
2014 Q3	$356K	Sell	17,834 -614	-3%	-$12.2K	0.12%	53
2014 Q2	$354K	Sell	18,448 -168	-0.9%	-$3.11K	0.12%	54
2014 Q1	$338K	Sell	18,616 -1,466	-7%	-$26.2K	0.13%	55
2013 Q4	$359K	Sell	20,082 -1,614	-7%	-$27.4K	0.14%	55
2013 Q3	$348K	Sell	21,696 -3,020	-12%	-$48.2K	0.16%	63
2013 Q2	$378K	Buy	+24,716	New	+$383K	0.21%	61

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Annex Advisory Services's XLK Position: Q2 2026 in Review

Annex Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, buying an estimated $319K and bringing the position to 12,214 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #150.

Annex Advisory Services first reported a position in XLK in Q2 2013 and has held it in 46 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Annex Advisory Services held 12,214 shares of State Street Technology Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Annex Advisory Services bought 1,867 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $319K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Annex Advisory Services's portfolio in Q2 2026, its #150 holding.
Annex Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.