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

Everhart 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 		$533K Sell
2,795
-385
-12% -$65.8K 0.03% 270
2026
Q1 		$423K Sell
3,180
-16
-0.5% -$2.25K 0.04% 304
2025
Q4 		$460K Sell
3,196
-46
-1% -$6.64K 0.04% 271
2025
Q3 		$457K Buy
3,242
+8
+0.2% +$1.06K 0.05% 265
2025
Q2 		$409K Sell
3,234
-8
-0.2% -$888 0.05% 253
2025
Q1 		$335K Sell
3,242
-10
-0.3% -$1.13K 0.05% 268
2024
Q4 		$378K Sell
3,252
-4
-0.1% -$465 0.08% 230
2024
Q3 		$368K Sell
3,256
-756
-19% -$83K 0.08% 234
2024
Q2 		$454K Buy
4,012
+958
+31% +$101K 0.12% 172
2024
Q1 		$318K Buy
3,054
+196
+7% +$19.8K 0.09% 207
2023
Q4 		$275K Buy
+2,858
New +$254K 0.1% 193

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Everhart Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $65.8K and leaving 2,795 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #270.

Everhart Financial Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Everhart Financial Group held 2,795 shares of State Street Technology Select Sector SPDR ETF worth $533K as of Q2 2026.
  • Everhart Financial Group sold 385 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $65.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #270 holding.
  • Everhart 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.
  • 754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.