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

Elite Financial’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	$20.5M	Buy	107,517 +235	+0.2%	+$40.2K	8.27%	5
2026 Q1	$14.3M	Buy	107,282 +508	+0.5%	+$71.6K	6.39%	6
2025 Q4	$15.4M	Sell	106,774 -326	-0.3%	-$47.1K	6.99%	5
2025 Q3	$15.8M	Buy	107,100 +9,384	+10%	+$1.24M	7.25%	5
2025 Q2	$12.8M	Buy	97,716 +3,664	+4%	+$407K	6.31%	7
2025 Q1	$9.71M	Sell	94,052 -428	-0.5%	-$48.5K	5.13%	8
2024 Q4	$11M	Buy	+94,480	New	+$11M	5.95%	6

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

Elite Financial's XLK Position: Q2 2026 in Review

Elite Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.22% in Q2 2026, buying an estimated $40.2K and bringing the position to 107,517 shares worth $20.5M. The position accounts for 8.27% of the portfolio, ranked #5.

Elite Financial first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elite Financial held 107,517 shares of State Street Technology Select Sector SPDR ETF worth $20.5M as of Q2 2026.
Elite Financial bought 235 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2K.
State Street Technology Select Sector SPDR ETF made up 8.27% of Elite Financial's portfolio in Q2 2026, its #5 holding.
Elite Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.