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Burkett Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Burkett Financial 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 		– Sell
-30
Closed -$3.99K – 283
2026
Q1 		$3.99K Buy
+30
New +$4.23K ﹤0.01% 195

Other funds holding XLK

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burkett Financial Services's XLK Position: Q2 2026 in Review

Burkett Financial Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 30 shares — an estimated $3.99K sold.

Burkett Financial Services first reported a position in XLK in Q1 2026 and held it in 1 quarter. The position peaked at $3.99K in Q1 2026. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Burkett Financial Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 30 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.99K.
  • Burkett Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $3.99K in Q1 2026.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.