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

Financial Freedom LLC’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 		$1.18M Buy
6,192
+5
+0.1% +$854 0.54% 46
2026
Q1 		$822K Buy
6,187
+6
+0.1% +$845 0.41% 52
2025
Q4 		$890K Sell
6,181
-393
-6% -$56.8K 0.44% 50
2025
Q3 		$927K Buy
6,574
+6
+0.1% +$795 0.46% 45
2025
Q2 		$832K Sell
6,568
-1,032
-14% -$115K 0.45% 44
2025
Q1 		$785K Sell
7,600
-43,458
-85% -$4.93M 0.45% 42
2024
Q4 		$5.94M Sell
51,058
-990
-2% -$115K 3.13% 8
2024
Q3 		$5.88M Buy
52,048
+1,616
+3% +$177K 3.11% 10
2024
Q2 		$5.7M Buy
50,432
+1,196
+2% +$126K 3.24% 8
2024
Q1 		$5.13M Buy
49,236
+3,638
+8% +$368K 3.04% 9
2023
Q4 		$4.39M Buy
45,598
+19,602
+75% +$1.75M 2.79% 9
2023
Q3 		$2.13M Buy
25,996
+16,884
+185% +$1.45M 1.51% 17
2023
Q2 		$792K Buy
9,112
+2,346
+35% +$185K 0.56% 35
2023
Q1 		$511K Buy
6,766
+4,912
+265% +$338K 0.37% 48
2022
Q4 		$115K Buy
+1,854
New +$118K 0.08% 106

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Freedom LLC's XLK Position: Q2 2026 in Review

Financial Freedom LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.08% in Q2 2026, buying an estimated $854 and bringing the position to 6,192 shares worth $1.18M. The position accounts for 0.54% of the portfolio, ranked #46.

Financial Freedom LLC first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.94M in Q4 2024. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Financial Freedom LLC held 6,192 shares of State Street Technology Select Sector SPDR ETF worth $1.18M as of Q2 2026.
  • Financial Freedom LLC bought 5 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $854.
  • State Street Technology Select Sector SPDR ETF made up 0.54% of Financial Freedom LLC's portfolio in Q2 2026, its #46 holding.
  • Financial Freedom LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's State Street Technology Select Sector SPDR ETF position peaked at $5.94M in Q4 2024.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.