Atwood & Palmer’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atwood & Palmer’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	$3.05K	Hold	16	–	–	﹤0.01%	425
2026 Q1	$2.13K	Buy	+16	New	+$2.25K	﹤0.01%	441
2023 Q1	–	Sell	-804	Closed	-$50K	–	396
2022 Q4	$50K	Buy	+804	New	+$51.1K	﹤0.01%	212
2018 Q3	–	Sell	-236	Closed	-$8K	–	338
2018 Q2	$8K	Buy	+236	New	+$8.1K	﹤0.01%	268
2015 Q1	–	Sell	-16,000	Closed	-$331K	–	351
2014 Q4	$331K	Hold	16,000	–	–	0.06%	102
2014 Q3	$319K	Buy	+16,000	New	+$317K	0.06%	101
2014 Q2	–	Sell	-18,722	Closed	-$340K	–	333
2014 Q1	$340K	Sell	18,722 -926	-5%	-$16.5K	0.08%	93
2013 Q4	$351K	Hold	19,648	–	–	0.09%	88
2013 Q3	$315K	Hold	19,648	–	–	0.09%	89
2013 Q2	$300K	Buy	+19,648	New	+$304K	0.08%	86

Other funds holding XLK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Atwood & Palmer's XLK Position: Q2 2026 in Review

Atwood & Palmer held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 16 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Atwood & Palmer first reported a position in XLK in Q2 2013 and has held it in 10 quarters since. The position peaked at $351K in Q4 2013. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Atwood & Palmer held 16 shares of State Street Technology Select Sector SPDR ETF worth $3.05K as of Q2 2026.
Atwood & Palmer left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #425 holding.
Atwood & Palmer first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 10 quarters since.
Atwood & Palmer's State Street Technology Select Sector SPDR ETF position peaked at $351K in Q4 2013.
1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.