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

Clark Financial Services Group’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	$4.75M	Buy	24,919 +56	+0.2%	+$9.57K	2.24%	12
2026 Q1	$3.3M	Buy	24,863 +963	+4%	+$136K	1.79%	13
2025 Q4	$3.46M	Sell	23,900 -1,320	-5%	-$191K	1.84%	13
2025 Q3	$3.55M	Sell	25,220 -64	-0.3%	-$8.48K	1.89%	13
2025 Q2	$3.2M	Buy	25,284 +5,824	+30%	+$646K	1.97%	14
2025 Q1	$2.01M	Sell	19,460 -154	-0.8%	-$17.5K	1.39%	15
2024 Q4	$2.28M	Buy	+19,614	New	+$2.28M	1.74%	13
2022 Q1	–	Sell	-19,688	Closed	-$1.71M	–	72
2021 Q4	$1.71M	Buy	19,688 +400	+2%	+$32.9K	1.15%	18
2021 Q3	$1.44M	Buy	+19,288	New	+$1.49M	1.11%	20
2021 Q2	–	Sell	-18,244	Closed	-$1.21M	–	66
2021 Q1	$1.21M	Buy	+18,244	New	+$1.2M	1.03%	23

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

Clark Financial Services Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.23% in Q2 2026, buying an estimated $9.57K and bringing the position to 24,919 shares worth $4.75M. The position accounts for 2.24% of the portfolio, ranked #12.

Clark Financial Services Group first reported a position in XLK in Q1 2021 and has held it in 10 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clark Financial Services Group held 24,919 shares of State Street Technology Select Sector SPDR ETF worth $4.75M as of Q2 2026.
Clark Financial Services Group bought 56 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.57K.
State Street Technology Select Sector SPDR ETF made up 2.24% of Clark Financial Services Group's portfolio in Q2 2026, its #12 holding.
Clark Financial Services Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.