F/M Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

F/M Investments’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	$2.05M	Sell	10,783 -50	-0.5%	-$8.54K	0.1%	117
2026 Q1	$1.44M	Hold	10,833	–	–	0.1%	129
2025 Q4	$1.56M	Buy	10,833 +79	+0.7%	+$11.4K	0.06%	263
2025 Q3	$1.52M	Buy	10,754 +242	+2%	+$32K	0.06%	274
2025 Q2	$1.33M	Buy	10,512 +1,714	+19%	+$190K	0.05%	280
2025 Q1	$908K	Buy	8,798 +64	+0.7%	+$7.26K	0.04%	293
2024 Q4	$1.02M	Buy	8,734 +282	+3%	+$32.8K	0.04%	285
2024 Q3	$951K	Buy	+8,452	New	+$928K	0.03%	261
2024 Q2	–	Sell	-8,226	Closed	-$857K	–	346
2024 Q1	$857K	Buy	8,226 +704	+9%	+$71.2K	0.58%	40
2023 Q4	$724K	Buy	7,522 +140	+2%	+$12.5K	0.41%	52
2023 Q3	$605K	Buy	7,382 +188	+3%	+$16.1K	0.45%	45
2023 Q2	$625K	Buy	+7,194	New	+$567K	0.46%	44

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

F/M Investments's XLK Position: Q2 2026 in Review

F/M Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.46% in Q2 2026, selling an estimated $8.54K and leaving 10,783 shares worth $2.05M. The position accounts for 0.1% of the portfolio, ranked #117.

F/M Investments first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

F/M Investments held 10,783 shares of State Street Technology Select Sector SPDR ETF worth $2.05M as of Q2 2026.
F/M Investments sold 50 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.54K.
State Street Technology Select Sector SPDR ETF made up 0.1% of F/M Investments's portfolio in Q2 2026, its #117 holding.
F/M Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.