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

Fermata 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	$232K	Buy	+1,215	New	+$208K	0.05%	234

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fermata Advisors's XLK Position: Q2 2026 in Review

Fermata Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,215 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings.

492 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fermata Advisors held 1,215 shares of State Street Technology Select Sector SPDR ETF worth $232K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Fermata Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #234 holding.
492 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.