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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40M Buy
209,968
+87,660
+72% +$15M 3.18% 8
2026
Q1
$16.5M Sell
122,308
-1,460
-1% -$206K 1.75% 14
2025
Q4
$17.8M Sell
123,768
-1,216
-1% -$176K 2.6% 13
2025
Q3
$17.6M Buy
124,984
+7,202
+6% +$954K 2.65% 12
2025
Q2
$14.9M Buy
117,782
+13,214
+13% +$1.47M 2.56% 12
2025
Q1
$10.8M Buy
104,568
+4,374
+4% +$496K 2.12% 14
2024
Q4
$11.6M Buy
100,194
+15,038
+18% +$1.75M 2.32% 14
2024
Q3
$9.61M Buy
85,156
+11,106
+15% +$1.22M 2.04% 12
2024
Q2
$8.38M Sell
74,050
-606
-0.8% -$63.8K 2.21% 14
2024
Q1
$7.77M Sell
74,656
-13,118
-15% -$1.33M 3.21% 11
2023
Q4
$8.45M Sell
87,774
-3,068
-3% -$273K 3.77% 11
2023
Q3
$7.45M Sell
90,842
-5,840
-6% -$501K 4.42% 10
2023
Q2
$8.4M Buy
96,682
+1,756
+2% +$138K 5.17% 9
2023
Q1
$7.17M Buy
94,926
+1,186
+1% +$81.6K 5.28% 8
2022
Q4
$5.83M Buy
93,740
+2,552
+3% +$162K 5.17% 7
2022
Q3
$5.42M Buy
91,188
+1,694
+2% +$116K 5.94% 7
2022
Q2
$5.69M Buy
89,494
+84,938
+1,864% +$5.92M 5.88% 7
2022
Q1
$362K Buy
+4,556
New +$358K 0.39% 17

Other funds holding XLK

Convergence Financial's XLK Position: Q2 2026 in Review

Convergence Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 72% in Q2 2026, buying an estimated $15M and bringing the position to 209,968 shares worth $40M. The position accounts for 3.18% of the portfolio, ranked #8.

Convergence Financial first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Convergence Financial held 209,968 shares of State Street Technology Select Sector SPDR ETF worth $40M as of Q2 2026.
  • Convergence Financial bought 87,660 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $15M.
  • State Street Technology Select Sector SPDR ETF made up 3.18% of Convergence Financial's portfolio in Q2 2026, its #8 holding.
  • Convergence Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.