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

Farrell Financial’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 		$476K Buy
2,497
+3
+0.1% +$513 0.26% 57
2026
Q1 		$332K Buy
2,494
+2
+0.1% +$282 0.2% 62
2025
Q4 		$359K Sell
2,492
-352
-12% -$50.8K 0.21% 57
2025
Q3 		$401K Buy
2,844
+4
+0.1% +$530 0.25% 52
2025
Q2 		$360K Buy
2,840
+4
+0.1% +$444 0.24% 55
2025
Q1 		$293K Buy
2,836
+4
+0.1% +$453 0.21% 55
2024
Q4 		$329K Buy
2,832
+4
+0.1% +$465 0.24% 54
2024
Q3 		$335K Buy
2,828
+4
+0.1% +$439 0.24% 55
2024
Q2 		$319K Buy
2,824
+6
+0.2% +$632 0.25% 53
2024
Q1 		$294K Buy
2,818
+8
+0.3% +$809 0.24% 53
2023
Q4 		$229K Buy
+2,810
New +$250K 0.23% 55

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Farrell Financial's XLK Position: Q2 2026 in Review

Farrell Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, buying an estimated $513 and bringing the position to 2,497 shares worth $476K. The position accounts for 0.26% of the portfolio, ranked #57.

Farrell Financial first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Farrell Financial held 2,497 shares of State Street Technology Select Sector SPDR ETF worth $476K as of Q2 2026.
  • Farrell Financial bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
  • State Street Technology Select Sector SPDR ETF made up 0.26% of Farrell Financial's portfolio in Q2 2026, its #57 holding.
  • Farrell Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.