Empire Financial Management Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Empire Financial Management Company’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 Q1	$1.08M	Sell	8,163 -24	-0.3%	-$3.38K	0.25%	112
2025 Q4	$1.18M	Sell	8,187 -99	-1%	-$14.3K	0.26%	100
2025 Q3	$1.17M	Hold	8,286	–	–	0.27%	100
2025 Q2	$1.05M	Buy	8,286 +20	+0.2%	+$2.22K	0.3%	96
2025 Q1	$853K	Sell	8,266 -124	-1%	-$14.1K	0.26%	104
2024 Q4	$975K	Buy	8,390 +200	+2%	+$23.3K	0.3%	95
2024 Q3	$924K	Sell	8,190 -122	-1%	-$13.4K	0.28%	101
2024 Q2	$940K	Buy	8,312 +50	+0.6%	+$5.26K	0.31%	94
2024 Q1	$860K	Sell	8,262 -278	-3%	-$28.1K	0.28%	99
2023 Q4	$822K	Sell	8,540 -512	-6%	-$45.6K	0.32%	83
2023 Q3	$742K	Sell	9,052 -60	-0.7%	-$5.14K	0.32%	85
2023 Q2	$792K	Sell	9,112 -8	-0.1%	-$631	0.32%	86
2023 Q1	$689K	Buy	+9,120	New	+$628K	0.28%	92

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empire Financial Management Company's XLK Position: Q1 2026 in Review

Empire Financial Management Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.29% in Q1 2026, selling an estimated $3.38K and leaving 8,163 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #112.

Empire Financial Management Company first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Empire Financial Management Company held 8,163 shares of State Street Technology Select Sector SPDR ETF worth $1.08M as of Q1 2026.
Empire Financial Management Company sold 24 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.38K.
State Street Technology Select Sector SPDR ETF made up 0.25% of Empire Financial Management Company's portfolio in Q1 2026, its #112 holding.
Empire Financial Management Company first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's State Street Technology Select Sector SPDR ETF position peaked at $1.18M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.