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

Ethos 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	$1.45M	Buy	8,461 +3,312	+64%	+$566K	0.1%	180
2026 Q1	$706K	Sell	5,149 -21,937	-81%	-$3.09M	0.05%	257
2025 Q4	$3.9M	Buy	27,086 +6,864	+34%	+$991K	0.29%	84
2025 Q3	$2.85M	Buy	+20,222	New	+$2.68M	0.22%	96
2025 Q2	–	Sell	-4,708	Closed	-$506K	–	530
2025 Q1	$506K	Buy	4,708 +3,210	+214%	+$364K	0.05%	230
2024 Q4	$174K	Buy	+1,498	New	+$174K	0.02%	296
2023 Q3	–	Sell	-2,786	Closed	-$210K	–	198
2023 Q2	$210K	Hold	2,786	–	–	0.07%	133
2023 Q1	$210K	Buy	+2,786	New	+$192K	0.07%	163

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ethos Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 64% in Q2 2026, buying an estimated $566K and bringing the position to 8,461 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #180.

Ethos Financial Group first reported a position in XLK in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.9M in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ethos Financial Group held 8,461 shares of State Street Technology Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Ethos Financial Group bought 3,312 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $566K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #180 holding.
Ethos Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 8 quarters since.
Ethos Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $3.9M in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.