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 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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ehrlich Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 70% in Q2 2026, selling an estimated $4.66M and leaving 11,554 shares worth $2.2M. The position accounts for 1.13% of the portfolio, ranked #26.

Ehrlich Financial Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.28M in Q3 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ehrlich Financial Group held 11,554 shares of State Street Technology Select Sector SPDR ETF worth $2.2M as of Q2 2026.
Ehrlich Financial Group sold 27,264 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.66M.
State Street Technology Select Sector SPDR ETF made up 1.13% of Ehrlich Financial Group's portfolio in Q2 2026, its #26 holding.
Ehrlich Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $6.28M in Q3 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.