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

Embree 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 		$1.12M Buy
5,905
+36
+0.6% +$6.15K 0.11% 113
2026
Q1 		$780K Hold
5,869
– – 0.09% 130
2025
Q4 		$845K Sell
5,869
-11
-0.2% -$1.59K 0.1% 115
2025
Q3 		$829K Sell
5,880
-194
-3% -$25.7K 0.11% 113
2025
Q2 		$769K Buy
6,074
+8
+0.1% +$888 0.12% 108
2025
Q1 		$626K Sell
6,066
-1,018
-14% -$115K 0.1% 117
2024
Q4 		$824K Hold
7,084
– – 0.14% 90
2024
Q3 		$800K Sell
7,084
-178
-2% -$19.5K 0.14% 89
2024
Q2 		$822K Buy
7,262
+334
+5% +$35.2K 0.16% 84
2024
Q1 		$722K Sell
6,928
-440
-6% -$44.5K 0.14% 92
2023
Q4 		$709K Buy
+7,368
New +$656K 0.15% 89

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Embree Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.61% in Q2 2026, buying an estimated $6.15K and bringing the position to 5,905 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #113.

Embree Financial Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Embree Financial Group held 5,905 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q2 2026.
  • Embree Financial Group bought 36 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.15K.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Embree Financial Group's portfolio in Q2 2026, its #113 holding.
  • Embree 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.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.