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Ellenbecker Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ellenbecker Investment 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 		$280K Buy
+1,471
New +$251K 0.03% 120
2026
Q1 		– Sell
-1,470
Closed -$212K – 140
2025
Q4 		$212K Buy
1,470
+50
+4% +$7.22K 0.03% 126
2025
Q3 		$200K Buy
+1,420
New +$188K 0.03% 128

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ellenbecker Investment Group's XLK Position: Q2 2026 in Review

Ellenbecker Investment Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,471 shares worth $280K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings. This is a return to the name: Ellenbecker Investment Group previously reported a position in XLK as recently as Q4 2025.

Ellenbecker Investment Group first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Ellenbecker Investment Group held 1,471 shares of State Street Technology Select Sector SPDR ETF worth $280K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Ellenbecker Investment Group position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #120 holding.
  • Ellenbecker Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.