Disciplined Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Disciplined Investments’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	$1.42M	Hold	7,475	–	–	0.46%	50
2026 Q1	$993K	Hold	7,475	–	–	0.36%	56
2025 Q4	$1.08M	Buy	7,475 +1	+0%	+$144	0.41%	54
2025 Q3	$1.05M	Sell	7,474 -234	-3%	-$31K	0.42%	55
2025 Q2	$976K	Sell	7,708 -12	-0.2%	-$1.33K	0.41%	54
2025 Q1	$797K	Buy	7,720 +12	+0.2%	+$1.36K	0.37%	59
2024 Q4	$896K	Sell	7,708 -628	-8%	-$73.1K	0.44%	57
2024 Q3	$941K	Hold	8,336	–	–	0.46%	54
2024 Q2	$943K	Sell	8,336 -1,036	-11%	-$109K	0.5%	51
2024 Q1	$976K	Sell	9,372 -326	-3%	-$33K	0.53%	50
2023 Q4	$933K	Sell	9,698 -4,984	-34%	-$444K	0.55%	54
2023 Q3	$1.2M	Sell	14,682 -440	-3%	-$37.7K	0.73%	47
2023 Q2	$1.31M	Sell	15,122 -1,316	-8%	-$104K	0.7%	42
2023 Q1	$1.24M	Buy	16,438 +2	+0%	+$138	0.52%	53
2022 Q4	$1.02M	Hold	16,436	–	–	0.5%	55
2022 Q3	$976K	Buy	16,436 +2	+0%	+$136	0.45%	59
2022 Q2	$1.04M	Buy	16,434 +2	+0%	+$139	0.47%	54
2022 Q1	$1.31M	Hold	16,432	–	–	0.54%	51
2021 Q4	$1.43M	Buy	16,432 +24	+0.1%	+$1.98K	0.63%	46
2021 Q3	$1.23M	Sell	16,408 -4,228	-20%	-$326K	0.59%	46
2021 Q2	$1.52M	Buy	20,636 +3,690	+22%	+$258K	0.78%	39
2021 Q1	$1.13M	Sell	16,946 -1,164	-6%	-$76.8K	0.66%	43
2020 Q4	$1.18M	Sell	18,110 -3,546	-16%	-$216K	0.79%	38
2020 Q3	$1.26M	Sell	21,656 -742	-3%	-$41.9K	0.93%	33
2020 Q2	$1.17M	Buy	22,398 +1,346	+6%	+$63.3K	0.91%	35
2020 Q1	$846K	Buy	21,052 +1,810	+9%	+$82.6K	0.8%	41
2019 Q4	$882K	Buy	+19,242	New	+$824K	0.74%	35

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

Disciplined Investments's XLK Position: Q2 2026 in Review

Disciplined Investments held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,475 shares worth $1.42M. The position accounts for 0.46% of the portfolio, ranked #50.

Disciplined Investments first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q2 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Disciplined Investments held 7,475 shares of State Street Technology Select Sector SPDR ETF worth $1.42M as of Q2 2026.
Disciplined Investments left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.46% of Disciplined Investments's portfolio in Q2 2026, its #50 holding.
Disciplined Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Disciplined Investments's State Street Technology Select Sector SPDR ETF position peaked at $1.52M in Q2 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.