Encompass More Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Encompass More Asset Management’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	$19.1K	Hold	100	–	–	﹤0.01%	282
2026 Q1	$13.3K	Buy	+100	New	+$14.1K	﹤0.01%	251

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Encompass More Asset Management's XLK Position: Q2 2026 in Review

Encompass More Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 27% in Q2 2026, buying an estimated $3.97M and bringing the position to 110,262 shares worth $21M. The position accounts for 3.06% of the portfolio, ranked #5.

Encompass More Asset Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 1,141 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Encompass More Asset Management held 110,262 shares of State Street Technology Select Sector SPDR ETF worth $21M as of Q2 2026.
Encompass More Asset Management bought 23,227 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.97M.
State Street Technology Select Sector SPDR ETF made up 3.06% of Encompass More Asset Management's portfolio in Q2 2026, its #5 holding.
Encompass More Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,141 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.