Black Diamond Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Black Diamond Financial’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	$3.03M	Buy	15,884 +710	+5%	+$121K	0.27%	52
2026 Q1	$2.02M	Hold	15,174	–	–	0.22%	58
2025 Q4	$2.18M	Hold	15,174	–	–	0.23%	58
2025 Q3	$2.14M	Hold	15,174	–	–	0.24%	54
2025 Q2	$1.92M	Hold	15,174	–	–	0.3%	50
2025 Q1	$1.57M	Hold	15,174	–	–	0.24%	56
2024 Q4	$1.76M	Hold	15,174	–	–	0.26%	54
2024 Q3	$1.71M	Buy	15,174 +1,968	+15%	+$216K	0.29%	50
2024 Q2	$1.49M	Hold	13,206	–	–	0.29%	53
2024 Q1	$1.27M	Hold	13,206	–	–	0.34%	43
2023 Q4	$1.27M	Sell	13,206 -1,030	-7%	-$91.7K	0.34%	43
2023 Q3	$1.17M	Buy	14,236 +1,030	+8%	+$88.3K	0.36%	42
2023 Q2	$1.15M	Hold	13,206	–	–	0.34%	42
2023 Q1	$997K	Buy	13,206 +186	+1%	+$12.8K	0.33%	43
2022 Q4	$810K	Hold	13,020	–	–	0.29%	44
2022 Q3	$773K	Sell	13,020 -4,494	-26%	-$307K	0.31%	46
2022 Q2	$1.11M	Sell	17,514 -1,438	-8%	-$100K	0.44%	38
2022 Q1	$1.51M	Buy	+18,952	New	+$1.49M	0.48%	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

Black Diamond Financial's XLK Position: Q2 2026 in Review

Black Diamond Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.7% in Q2 2026, buying an estimated $121K and bringing the position to 15,884 shares worth $3.03M. The position accounts for 0.27% of the portfolio, ranked #52.

Black Diamond Financial first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Black Diamond Financial held 15,884 shares of State Street Technology Select Sector SPDR ETF worth $3.03M as of Q2 2026.
Black Diamond Financial bought 710 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $121K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Black Diamond Financial's portfolio in Q2 2026, its #52 holding.
Black Diamond Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.