Benchmark Financial Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Benchmark Financial Wealth Advisors’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	$1.44M	Sell	7,538 -188	-2%	-$32.1K	0.35%	42
2026 Q1	$1.03M	Sell	7,726 -157	-2%	-$22.1K	0.28%	53
2025 Q4	$1.13M	Buy	7,883 +169	+2%	+$24.4K	0.33%	47
2025 Q3	$1.09M	Sell	7,714 -428	-5%	-$56.7K	0.33%	45
2025 Q2	$1.03M	Buy	8,142 +26	+0.3%	+$2.88K	0.34%	44
2025 Q1	$838K	Sell	8,116 -3,262	-29%	-$370K	0.32%	44
2024 Q4	$1.32M	Sell	11,378 -670	-6%	-$77.9K	0.42%	33
2024 Q3	$1.36M	Buy	12,048 +298	+3%	+$32.7K	0.45%	30
2024 Q2	$1.33M	Buy	11,750 +442	+4%	+$46.5K	0.49%	30
2024 Q1	$1.18M	Buy	11,308 +254	+2%	+$25.7K	0.45%	29
2023 Q4	$1.06M	Buy	11,054 +634	+6%	+$56.4K	0.46%	30
2023 Q3	$854K	Buy	10,420 +418	+4%	+$35.8K	0.4%	30
2023 Q2	$870K	Sell	10,002 -88	-0.9%	-$6.94K	0.4%	29
2023 Q1	$762K	Buy	10,090 +24	+0.2%	+$1.65K	0.39%	28
2022 Q4	$626K	Sell	10,066 -1,510	-13%	-$95.9K	0.34%	31
2022 Q3	$687K	Sell	11,576 -1,516	-12%	-$103K	0.4%	30
2022 Q2	$832K	Sell	13,092 -988	-7%	-$68.8K	0.43%	29
2022 Q1	$1.12M	Buy	14,080 +376	+3%	+$29.5K	0.48%	27
2021 Q4	$1.19M	Buy	13,704 +546	+4%	+$45K	0.5%	28
2021 Q3	$982K	Sell	13,158 -3,296	-20%	-$254K	0.47%	28
2021 Q2	$1.22M	Sell	16,454 -2,970	-15%	-$208K	0.58%	25
2021 Q1	$1.29M	Sell	19,424 -14,232	-42%	-$939K	0.7%	22
2020 Q4	$2.19M	Buy	33,656 +4,284	+15%	+$261K	1.2%	20
2020 Q3	$1.71M	Buy	29,372 +5,460	+23%	+$308K	1.1%	20
2020 Q2	$1.25M	Buy	23,912 +15,340	+179%	+$722K	0.92%	21
2020 Q1	$344K	Buy	8,572 +3,932	+85%	+$179K	0.35%	29
2019 Q4	$213K	Buy	+4,640	New	+$199K	0.18%	35

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

Benchmark Financial Wealth Advisors's XLK Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, selling an estimated $32.1K and leaving 7,538 shares worth $1.44M. The position accounts for 0.35% of the portfolio, ranked #42.

Benchmark Financial Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2020. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Benchmark Financial Wealth Advisors held 7,538 shares of State Street Technology Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 188 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $32.1K.
State Street Technology Select Sector SPDR ETF made up 0.35% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Benchmark Financial Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Benchmark Financial Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.19M in Q4 2020.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.