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SUCCESSION FINANCIAL, INC.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$363K Buy
+1,906
New +$326K 0.35% 30

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WA
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Commonwealth Equity Services
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PNC Financial Services Group
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s XLK Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,906 shares worth $363K. The stake represents 0.35% of the portfolio and ranks #30 among its holdings.

1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 1,906 shares of State Street Technology Select Sector SPDR ETF worth $363K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.35% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #30 holding.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.