EFG
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 955 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.
  • 955 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.