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

Dynamic Financial Group’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	$330K	Hold	1,730	–	–	0.25%	53
2026 Q1	$230K	Hold	1,730	–	–	0.19%	59
2025 Q4	$249K	Sell	1,730 -822	-32%	-$119K	0.21%	56
2025 Q3	$360K	Hold	2,552	–	–	0.31%	42
2025 Q2	$323K	Hold	2,552	–	–	0.31%	41
2025 Q1	$263K	Hold	2,552	–	–	0.26%	47
2024 Q4	$297K	Buy	+2,552	New	+$297K	0.3%	38

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

Dynamic Financial Group's XLK Position: Q2 2026 in Review

Dynamic Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,730 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #53.

Dynamic Financial Group first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dynamic Financial Group held 1,730 shares of State Street Technology Select Sector SPDR ETF worth $330K as of Q2 2026.
Dynamic Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.25% of Dynamic Financial Group's portfolio in Q2 2026, its #53 holding.
Dynamic Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Dynamic Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $360K in Q3 2025.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.