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

Financial Enhancement Group’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	$7.77M	Buy	+40,765	New	+$6.97M	0.93%	39
2026 Q1	–	Sell	-3,199	Closed	-$460K	–	148
2025 Q4	$460K	Sell	3,199 -46,493	-94%	-$6.71M	0.06%	111
2025 Q3	$7.22M	Buy	+49,692	New	+$6.58M	0.97%	38
2024 Q3	–	Sell	-49,952	Closed	-$5.26M	–	149
2024 Q2	$5.26M	Sell	49,952 -3,298	-6%	-$347K	0.85%	38
2024 Q1	$5.47M	Buy	53,250 +50,902	+2,168%	+$5.15M	0.9%	45
2023 Q4	$225K	Sell	2,348 -32,618	-93%	-$2.9M	0.04%	109
2023 Q3	$2.98M	Sell	34,966 -150	-0.4%	-$12.9K	0.57%	51
2023 Q2	$3.06M	Buy	+35,116	New	+$2.77M	0.57%	51
2022 Q4	–	Sell	-2,250	Closed	-$134K	–	332
2022 Q3	$134K	Hold	2,250	–	–	0.03%	109
2022 Q2	$143K	Hold	2,250	–	–	0.03%	109
2022 Q1	$179K	Hold	2,250	–	–	0.03%	106
2021 Q4	$196K	Hold	2,250	–	–	0.03%	102
2021 Q3	$168K	Hold	2,250	–	–	0.03%	104
2021 Q2	$166K	Hold	2,250	–	–	0.03%	97
2021 Q1	$149K	Hold	2,250	–	–	0.03%	99
2020 Q4	$146K	Sell	2,250 -2,200	-49%	-$134K	0.03%	105
2020 Q3	$260K	Sell	4,450 -792	-15%	-$44.7K	0.06%	85
2020 Q2	$274K	Buy	5,242 +4,450	+562%	+$209K	0.07%	85
2020 Q1	$32K	Hold	792	–	–	0.01%	144
2019 Q4	$36K	Hold	792	–	–	0.01%	136
2019 Q3	$32K	Sell	792 -114	-13%	-$4.56K	0.01%	146
2019 Q2	$35K	Sell	906 -28	-3%	-$1.07K	0.01%	135
2019 Q1	$35K	Sell	934 -36,870	-98%	-$1.26M	0.01%	149
2018 Q4	$1.42M	Hold	37,804	–	–	0.45%	42
2018 Q3	$1.42M	Buy	37,804 +9,110	+32%	+$334K	0.45%	42
2018 Q2	$997K	Buy	28,694 +6,496	+29%	+$223K	0.34%	40
2018 Q1	$726K	Sell	22,198 -1,778	-7%	-$59.7K	0.26%	49
2017 Q4	$767K	Sell	23,976 -8,816	-27%	-$277K	0.29%	54
2017 Q3	$969K	Sell	32,792 -794	-2%	-$22.9K	0.39%	41
2017 Q2	$919K	Buy	33,586 +2,166	+7%	+$59.6K	0.39%	42
2017 Q1	$838K	Buy	31,420 +18,698	+147%	+$482K	0.38%	42
2016 Q4	$308K	Sell	12,722 -926	-7%	-$22.1K	0.16%	52
2016 Q3	$326K	Buy	+13,648	New	+$317K	0.18%	46

Other funds holding XLK

BHWM

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

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