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

Creative Financial Designs’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	$9.1M	Buy	47,787 +26,555	+125%	+$4.54M	0.43%	58
2026 Q1	$2.82M	Sell	21,232 -13,691	-39%	-$1.93M	0.17%	118
2025 Q4	$5.03M	Sell	34,923 -18,253	-34%	-$2.64M	0.32%	73
2025 Q3	$7.49M	Sell	53,176 -26,150	-33%	-$3.46M	0.5%	43
2025 Q2	$10M	Buy	79,326 +22,296	+39%	+$2.47M	0.72%	33
2025 Q1	$5.89M	Buy	57,030 +1,036	+2%	+$117K	0.47%	43
2024 Q4	$6.51M	Buy	55,994 +458	+0.8%	+$53.3K	0.53%	41
2024 Q3	$6.27M	Sell	55,536 -268	-0.5%	-$29.4K	0.53%	39
2024 Q2	$6.31M	Buy	55,804 +29,810	+115%	+$3.14M	0.56%	40
2024 Q1	$2.71M	Buy	25,994 +8,518	+49%	+$861K	0.26%	86
2023 Q4	$1.68M	Sell	17,476 -152	-0.9%	-$13.5K	0.17%	114
2023 Q3	$1.44M	Buy	17,628 +1,768	+11%	+$152K	0.17%	111
2023 Q2	$1.38M	Buy	15,860 +720	+5%	+$56.8K	0.16%	119
2023 Q1	$1.14M	Sell	15,140 -112	-0.7%	-$7.71K	0.15%	133
2022 Q4	$949K	Buy	15,252 +1,682	+12%	+$107K	0.14%	131
2022 Q3	$806K	Buy	13,570 +1,108	+9%	+$75.6K	0.13%	139
2022 Q2	$792K	Buy	12,462 +1,726	+16%	+$120K	0.13%	143
2022 Q1	$853K	Buy	10,736 +258	+2%	+$20.3K	0.13%	138
2021 Q4	$911K	Sell	10,478 -3,456	-25%	-$285K	0.14%	136
2021 Q3	$1.04M	Sell	13,934 -220	-2%	-$17K	0.17%	113
2021 Q2	$1.04M	Buy	14,154 +970	+7%	+$67.9K	0.18%	107
2021 Q1	$876K	Sell	13,184 -170	-1%	-$11.2K	0.17%	112
2020 Q4	$868K	Sell	13,354 -460	-3%	-$28K	0.19%	93
2020 Q3	$806K	Buy	13,814 +150	+1%	+$8.47K	0.2%	95
2020 Q2	$714K	Buy	13,664 +2,150	+19%	+$101K	0.22%	84
2020 Q1	$463K	Sell	11,514 -2,194	-16%	-$100K	0.24%	72
2019 Q4	$640K	Buy	13,708 +4	+0%	+$171	0.29%	84
2019 Q3	$536K	Buy	13,704 +4	+0%	+$160	0.29%	73
2019 Q2	$544K	Buy	13,700 +4	+0%	+$152	0.3%	75
2019 Q1	$507K	Sell	13,696 -36	-0.3%	-$1.23K	0.3%	70
2018 Q4	$426K	Buy	13,732 +4	+0%	+$135	0.31%	66
2018 Q3	$517K	Buy	13,728 +306	+2%	+$11.2K	0.3%	71
2018 Q2	$466K	Buy	13,422 +4	+0%	+$137	0.27%	80
2018 Q1	$439K	Buy	13,418 +278	+2%	+$9.34K	0.28%	79
2017 Q4	$420K	Sell	13,140 -980	-7%	-$30.7K	0.29%	80
2017 Q3	$417K	Sell	14,120 -306	-2%	-$8.82K	0.24%	93
2017 Q2	$395K	Buy	14,426 +1,384	+11%	+$38.1K	0.25%	93
2017 Q1	$348K	Buy	13,042 +938	+8%	+$24.2K	0.25%	99
2016 Q4	$293K	Buy	+12,104	New	+$289K	0.24%	91

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

Creative Financial Designs's XLK Position: Q2 2026 in Review

Creative Financial Designs increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 125% in Q2 2026, buying an estimated $4.54M and bringing the position to 47,787 shares worth $9.1M. The position accounts for 0.43% of the portfolio, ranked #58.

Creative Financial Designs first reported a position in XLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $10M in Q2 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Creative Financial Designs held 47,787 shares of State Street Technology Select Sector SPDR ETF worth $9.1M as of Q2 2026.
Creative Financial Designs bought 26,555 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.54M.
State Street Technology Select Sector SPDR ETF made up 0.43% of Creative Financial Designs's portfolio in Q2 2026, its #58 holding.
Creative Financial Designs first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's State Street Technology Select Sector SPDR ETF position peaked at $10M in Q2 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.