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Fiduciary Alliance’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fiduciary Alliance’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 		$2.09M Sell
10,962
-420
-4% -$71.8K 0.14% 172
2026
Q1 		$1.71M Sell
11,382
-606
-5% -$85.4K 0.1% 200
2025
Q4 		$1.73M Buy
11,988
+534
+5% +$77.1K 0.11% 173
2025
Q3 		$1.61M Buy
11,454
+2,430
+27% +$322K 0.11% 179
2025
Q2 		$1.14M Buy
9,024
+2,638
+41% +$293K 0.09% 206
2025
Q1 		$659K Buy
6,386
+1,236
+24% +$140K 0.06% 218
2024
Q4 		$599K Buy
+5,150
New +$599K 0.06% 215
2023
Q3 		– Sell
-70
Closed -$6.08K – 963
2023
Q2 		$6.08K Buy
+70
New +$5.52K ﹤0.01% 657

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Fiduciary Alliance's XLK Position: Q2 2026 in Review

Fiduciary Alliance reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, selling an estimated $71.8K and leaving 10,962 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #172.

Fiduciary Alliance first reported a position in XLK in Q2 2023 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Fiduciary Alliance held 10,962 shares of State Street Technology Select Sector SPDR ETF worth $2.09M as of Q2 2026.
  • Fiduciary Alliance sold 420 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $71.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Fiduciary Alliance's portfolio in Q2 2026, its #172 holding.
  • Fiduciary Alliance first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.