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

Delta Financial Advisors’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	$5.33M	Sell	27,970 -150	-0.5%	-$25.6K	1.27%	23
2026 Q1	$3.74M	Hold	28,120	–	–	0.97%	30
2025 Q4	$4.05M	Buy	28,120 +9,470	+51%	+$1.37M	1.05%	26
2025 Q3	$2.63M	Buy	+18,650	New	+$2.47M	0.74%	39

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

Delta Financial Advisors's XLK Position: Q2 2026 in Review

Delta Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.53% in Q2 2026, selling an estimated $25.6K and leaving 27,970 shares worth $5.33M. The position accounts for 1.27% of the portfolio, ranked #23.

Delta Financial Advisors first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Delta Financial Advisors held 27,970 shares of State Street Technology Select Sector SPDR ETF worth $5.33M as of Q2 2026.
Delta Financial Advisors sold 150 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
State Street Technology Select Sector SPDR ETF made up 1.27% of Delta Financial Advisors's portfolio in Q2 2026, its #23 holding.
Delta Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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