Diligent Investors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Diligent Investors’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	$785K	Sell	4,121 -989	-19%	-$169K	0.17%	161
2026 Q1	$679K	Hold	5,110	–	–	0.17%	160
2025 Q4	$736K	Buy	5,110 +14	+0.3%	+$2.02K	0.18%	147
2025 Q3	$718K	Hold	5,096	–	–	0.18%	143
2025 Q2	$645K	Sell	5,096 -150	-3%	-$16.6K	0.15%	164
2025 Q1	$542K	Sell	5,246 -888	-14%	-$101K	0.13%	194
2024 Q4	$713K	Buy	6,134 +100	+2%	+$11.6K	0.16%	165
2024 Q3	$681K	Sell	6,034 -10	-0.2%	-$1.1K	0.16%	163
2024 Q2	$684K	Hold	6,044	–	–	0.17%	152
2024 Q1	$629K	Hold	6,044	–	–	0.16%	160
2023 Q4	$582K	Sell	6,044 -100	-2%	-$8.9K	0.16%	153
2023 Q3	$504K	Hold	6,144	–	–	0.15%	164
2023 Q2	$534K	Hold	6,144	–	–	0.16%	149
2023 Q1	$464K	Hold	6,144	–	–	0.14%	160
2022 Q4	$382K	Hold	6,144	–	–	0.12%	177
2022 Q3	$365K	Hold	6,144	–	–	0.13%	164
2022 Q2	$391K	Buy	6,144 +1,000	+19%	+$69.7K	0.13%	164
2022 Q1	$409K	Sell	5,144 -852	-14%	-$66.9K	0.12%	178
2021 Q4	$521K	Buy	5,996 +1,236	+26%	+$102K	0.15%	144
2021 Q3	$351K	Hold	4,760	–	–	0.12%	160
2021 Q2	$351K	Sell	4,760 -100	-2%	-$7K	0.12%	161
2021 Q1	$323K	Hold	4,860	–	–	0.12%	163
2020 Q4	$316K	Buy	4,860 +240	+5%	+$14.6K	0.13%	154
2020 Q3	$270K	Hold	4,620	–	–	0.12%	149
2020 Q2	$241K	Buy	+4,620	New	+$217K	0.12%	154

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

Diligent Investors's XLK Position: Q2 2026 in Review

Diligent Investors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, selling an estimated $169K and leaving 4,121 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #161.

Diligent Investors first reported a position in XLK in Q2 2020 and has held it in 25 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Diligent Investors held 4,121 shares of State Street Technology Select Sector SPDR ETF worth $785K as of Q2 2026.
Diligent Investors sold 989 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $169K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Diligent Investors's portfolio in Q2 2026, its #161 holding.
Diligent Investors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.