Fi3 Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fi3 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	$249K	Buy	+904	New	+$154K	0.06%	200
2026 Q1	–	Sell	-1,716	Closed	-$247K	–	242
2025 Q4	$247K	Sell	1,716 -84	-5%	-$12.1K	0.08%	153
2025 Q3	$254K	Hold	1,800	–	–	0.09%	117
2025 Q2	$228K	Buy	+1,800	New	+$200K	0.08%	141
2025 Q1	–	Sell	-1,842	Closed	-$214K	–	145
2024 Q4	$214K	Hold	1,842	–	–	0.08%	112
2024 Q3	$208K	Buy	+1,842	New	+$202K	0.08%	104

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

Fi3 Financial Advisors's XLK Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 904 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #200 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in XLK as recently as Q4 2025.

Fi3 Financial Advisors first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. The position peaked at $254K in Q3 2025. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fi3 Financial Advisors held 904 shares of State Street Technology Select Sector SPDR ETF worth $249K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Fi3 Financial Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #200 holding.
Fi3 Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Fi3 Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $254K in Q3 2025.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.