Ehrlich Financial Group
XLK icon

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

Ehrlich 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
Q3 		$2.18M Sell
11,138
-416
-4% -$76.8K 1.13% 28
2026
Q2 		$2.2M Sell
11,554
-27,264
-70% -$4.66M 1.13% 26
2026
Q1 		$5.16M Buy
38,818
+425
+1% +$59.9K 2.96% 7
2025
Q4 		$5.53M Sell
38,393
-6,177
-14% -$892K 3.15% 7
2025
Q3 		$6.28M Buy
44,570
+3,194
+8% +$423K 3.73% 6
2025
Q2 		$5.24M Buy
41,376
+10,918
+36% +$1.21M 3.39% 6
2025
Q1 		$3.14M Buy
30,458
+30
+0.1% +$3.4K 2.29% 10
2024
Q4 		$3.54M Sell
30,428
-3,022
-9% -$352K 2.51% 10
2024
Q3 		$3.78M Buy
33,450
+5,526
+20% +$607K 2.69% 10
2024
Q2 		$3.16M Buy
27,924
+3,004
+12% +$316K 2.49% 12
2024
Q1 		$2.59M Buy
24,920
+6,358
+34% +$643K 2.18% 14
2023
Q4 		$1.79M Buy
+18,562
New +$1.65M 1.79% 20

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ehrlich Financial Group's XLK Position: Q3 2026 in Review

Ehrlich Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q3 2026, selling an estimated $76.8K and leaving 11,138 shares worth $2.18M. The position accounts for 1.13% of the portfolio, ranked #28.

Ehrlich Financial Group first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.28M in Q3 2025. 1,967 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Ehrlich Financial Group held 11,138 shares of State Street Technology Select Sector SPDR ETF worth $2.18M as of Q3 2026.
  • Ehrlich Financial Group sold 416 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $76.8K.
  • State Street Technology Select Sector SPDR ETF made up 1.13% of Ehrlich Financial Group's portfolio in Q3 2026, its #28 holding.
  • Ehrlich Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $6.28M in Q3 2025.
  • 1,967 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.