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

Elevated 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	$272K	Sell	1,426 -2,037	-59%	-$348K	0.07%	111
2026 Q1	$460K	Buy	3,463 +485	+16%	+$68.3K	0.15%	79
2025 Q4	$429K	Buy	+2,978	New	+$430K	0.15%	75

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

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

Elevated Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 59% in Q2 2026, selling an estimated $348K and leaving 1,426 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #111.

Elevated Financial Group first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q1 2026. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elevated Financial Group held 1,426 shares of State Street Technology Select Sector SPDR ETF worth $272K as of Q2 2026.
Elevated Financial Group sold 2,037 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $348K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Elevated Financial Group's portfolio in Q2 2026, its #111 holding.
Elevated Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Elevated Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $460K in Q1 2026.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.