Eclectic Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Eclectic Associates’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	$6.17M	Sell	32,384 -9,453	-23%	-$1.62M	0.7%	32
2026 Q1	$5.56M	Sell	41,837 -6,338	-13%	-$893K	0.74%	31
2025 Q4	$6.94M	Sell	48,175 -16,557	-26%	-$2.39M	1.08%	22
2025 Q3	$9.12M	Sell	64,732 -12,524	-16%	-$1.66M	1.67%	19
2025 Q2	$9.78M	Sell	77,256 -12,076	-14%	-$1.34M	2.13%	12
2025 Q1	$9.22M	Sell	89,332 -18,968	-18%	-$2.15M	2.47%	7
2024 Q4	$12.6M	Buy	+108,300	New	+$12.6M	3.72%	5

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Eclectic Associates's XLK Position: Q2 2026 in Review

Eclectic Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, selling an estimated $1.62M and leaving 32,384 shares worth $6.17M. The position accounts for 0.7% of the portfolio, ranked #32.

Eclectic Associates first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2024. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Eclectic Associates held 32,384 shares of State Street Technology Select Sector SPDR ETF worth $6.17M as of Q2 2026.
Eclectic Associates sold 9,453 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.62M.
State Street Technology Select Sector SPDR ETF made up 0.7% of Eclectic Associates's portfolio in Q2 2026, its #32 holding.
Eclectic Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Eclectic Associates's State Street Technology Select Sector SPDR ETF position peaked at $12.6M in Q4 2024.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.