Clark Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clark Asset Management’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	$897K	Sell	4,706 -346	-7%	-$59.1K	0.07%	106
2026 Q1	$671K	Buy	5,052 +510	+11%	+$71.9K	0.06%	108
2025 Q4	$654K	Buy	4,542 +1,992	+78%	+$288K	0.07%	103
2025 Q3	$359K	Hold	2,550	–	–	0.04%	137
2025 Q2	$323K	Buy	2,550 +436	+21%	+$48.4K	0.04%	137
2025 Q1	$218K	Hold	2,114	–	–	0.04%	143
2024 Q4	$246K	Buy	+2,114	New	+$246K	0.05%	119

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

Clark Asset Management's XLK Position: Q2 2026 in Review

Clark Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.8% in Q2 2026, selling an estimated $59.1K and leaving 4,706 shares worth $897K. The position accounts for 0.07% of the portfolio, ranked #106.

Clark Asset Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clark Asset Management held 4,706 shares of State Street Technology Select Sector SPDR ETF worth $897K as of Q2 2026.
Clark Asset Management sold 346 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $59.1K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Clark Asset Management's portfolio in Q2 2026, its #106 holding.
Clark Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.