Fairfield Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fairfield Financial Advisors’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	$35.1M	Sell	184,159 -13,374	-7%	-$2.29M	13.82%	1
2026 Q1	$26.3M	Buy	197,533 +3,325	+2%	+$469K	9.05%	2
2025 Q4	$28M	Sell	194,208 -1,870	-1%	-$270K	9.11%	2
2025 Q3	$27.6M	Sell	196,078 -2,326	-1%	-$308K	9.31%	2
2025 Q2	$25.1M	Sell	198,404 -13,002	-6%	-$1.44M	8.8%	2
2025 Q1	$21.8M	Sell	211,406 -1,950	-0.9%	-$221K	8.23%	2
2024 Q4	$24.8M	Sell	213,356 -2,440	-1%	-$284K	8.74%	2
2024 Q3	$24.4M	Sell	215,796 -1,726	-0.8%	-$189K	8.29%	2
2024 Q2	$24.6M	Buy	+217,522	New	+$22.9M	7.24%	3
2023 Q4	$21.9M	Sell	227,148 -856	-0.4%	-$76.2K	8.32%	2
2023 Q3	$18.7M	Sell	228,004 -6,668	-3%	-$572K	7.86%	3
2023 Q2	$20.4M	Sell	234,672 -4,846	-2%	-$382K	8.16%	3
2023 Q1	$17.8M	Sell	239,518 -8,500	-3%	-$585K	7.72%	3
2022 Q4	$15.4M	Sell	248,018 -3,992	-2%	-$254K	7.08%	3
2022 Q3	$15M	Buy	252,010 +22	+0%	+$1.5K	7.1%	3
2022 Q2	$16M	Sell	251,988 -10,268	-4%	-$715K	7.41%	3
2022 Q1	$20.8M	Buy	+262,256	New	+$20.6M	7.53%	3

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

Fairfield Financial Advisors's XLK Position: Q2 2026 in Review

Fairfield Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.8% in Q2 2026, selling an estimated $2.29M and leaving 184,159 shares worth $35.1M. The position accounts for 13.82% of the portfolio, ranked #1.

Fairfield Financial Advisors first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fairfield Financial Advisors held 184,159 shares of State Street Technology Select Sector SPDR ETF worth $35.1M as of Q2 2026.
Fairfield Financial Advisors sold 13,374 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.29M.
State Street Technology Select Sector SPDR ETF made up 13.82% of Fairfield Financial Advisors's portfolio in Q2 2026, its #1 holding.
Fairfield Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.