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

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

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. 2,660 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.
2,660 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.