Estate Counselors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Estate Counselors’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	$7.5M	Sell	39,380 -790	-2%	-$135K	0.64%	20
2026 Q1	$5.34M	Sell	40,170 -67,405	-63%	-$9.5M	0.48%	31
2025 Q4	$15.5M	Buy	107,575 +61,835	+135%	+$8.93M	1.3%	7
2025 Q3	$6.45M	Buy	45,740 +3,270	+8%	+$433K	0.55%	27
2025 Q2	$5.38M	Sell	42,470 -33,548	-44%	-$3.72M	0.53%	27
2025 Q1	$7.85M	Sell	76,018 -456	-0.6%	-$51.7K	0.81%	17
2024 Q4	$8.89M	Buy	76,474 +826	+1%	+$96.1K	0.95%	12
2024 Q3	$8.54M	Sell	75,648 -102	-0.1%	-$11.2K	0.88%	13
2024 Q2	$8.57M	Buy	75,750 +580	+0.8%	+$61.1K	0.94%	9
2024 Q1	$7.83M	Sell	75,170 -610	-0.8%	-$61.7K	0.9%	10
2023 Q4	$7.29M	Buy	75,780 +3,380	+5%	+$301K	0.9%	26
2023 Q3	$5.93M	Buy	72,400 +2,240	+3%	+$192K	0.79%	30
2023 Q2	$6.1M	Buy	+70,160	New	+$5.53M	0.77%	33
2022 Q3	–	Sell	-400	Closed	-$25K	–	194
2022 Q2	$25K	Sell	400 -90,858	-100%	-$6.33M	﹤0.01%	154
2022 Q1	$7.25M	Buy	91,258 +690	+0.8%	+$54.2K	0.94%	36
2021 Q4	$7.87M	Buy	90,568 +5,708	+7%	+$470K	0.96%	34
2021 Q3	$6.33M	Buy	84,860 +84,480	+22,232%	+$6.52M	0.79%	36
2021 Q2	$28K	Hold	380	–	–	﹤0.01%	164
2021 Q1	$25K	Sell	380 -66,520	-99%	-$4.39M	﹤0.01%	161
2020 Q4	$4.35M	Sell	66,900 -3,030	-4%	-$185K	0.65%	44
2020 Q3	$4.08M	Buy	69,930 +2,940	+4%	+$166K	0.63%	42
2020 Q2	$3.5M	Sell	66,990 -97,320	-59%	-$4.58M	0.56%	43
2020 Q1	$6.6M	Buy	164,310 +1,950	+1%	+$89K	1.09%	33
2019 Q4	$7.44M	Buy	+162,360	New	+$6.95M	1.09%	35
2019 Q2	–	Sell	-188,760	Closed	-$6.98M	–	71
2019 Q1	$6.98M	Buy	188,760 +40,600	+27%	+$1.39M	1.2%	33
2018 Q4	$4.59M	Buy	148,160 +4,300	+3%	+$145K	0.93%	42
2018 Q3	$5.42M	Sell	143,860 -5,200	-3%	-$191K	0.98%	35
2018 Q2	$5.18M	Sell	149,060 -240	-0.2%	-$8.23K	0.98%	38
2018 Q1	$4.88M	Buy	149,300 +30,000	+25%	+$1.01M	0.91%	39
2017 Q4	$3.81M	Buy	119,300 +10,300	+9%	+$323K	0.76%	43
2017 Q3	$3.22M	Hold	109,000	–	–	0.64%	40
2017 Q2	$2.98M	Buy	109,000 +29,000	+36%	+$798K	0.68%	40
2017 Q1	$2.13M	Hold	80,000	–	–	0.55%	41
2016 Q4	$1.93M	Buy	+80,000	New	+$1.91M	0.53%	47

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

Estate Counselors's XLK Position: Q2 2026 in Review

Estate Counselors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $135K and leaving 39,380 shares worth $7.5M. The position accounts for 0.64% of the portfolio, ranked #20.

Estate Counselors first reported a position in XLK in Q4 2016 and has held it in 34 quarters since. The position peaked at $15.5M in Q4 2025. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Estate Counselors held 39,380 shares of State Street Technology Select Sector SPDR ETF worth $7.5M as of Q2 2026.
Estate Counselors sold 790 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $135K.
State Street Technology Select Sector SPDR ETF made up 0.64% of Estate Counselors's portfolio in Q2 2026, its #20 holding.
Estate Counselors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 34 quarters since.
Estate Counselors's State Street Technology Select Sector SPDR ETF position peaked at $15.5M in Q4 2025.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.