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

Clayton Financial 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	$264K	Hold	1,384	–	–	0.15%	54
2026 Q1	$184K	Buy	1,384 +12	+0.9%	+$1.69K	0.09%	77
2025 Q4	$198K	Buy	+1,372	New	+$198K	0.1%	75
2025 Q2	–	Sell	-2,980	Closed	-$308K	–	117
2025 Q1	$308K	Sell	2,980 -358	-11%	-$40.6K	0.11%	86
2024 Q4	$388K	Buy	3,338 +152	+5%	+$17.7K	0.14%	79
2024 Q3	$360K	Sell	3,186 -4	-0.1%	-$439	0.13%	83
2024 Q2	$332K	Hold	3,190	–	–	0.14%	74
2024 Q1	$332K	Buy	+3,190	New	+$323K	0.15%	73

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Clayton Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,384 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #54.

Clayton Financial Group first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $388K in Q4 2024. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clayton Financial Group held 1,384 shares of State Street Technology Select Sector SPDR ETF worth $264K as of Q2 2026.
Clayton Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of Clayton Financial Group's portfolio in Q2 2026, its #54 holding.
Clayton Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Clayton Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $388K in Q4 2024.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.