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

Financial Insights’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 		$6.15M Sell
32,275
-600
-2% -$103K 1.62% 13
2026
Q1 		$4.37M Buy
32,875
+215
+0.7% +$30.3K 1.42% 14
2025
Q4 		$4.7M Sell
32,660
-700
-2% -$101K 1.58% 13
2025
Q3 		$4.7M Hold
33,360
– – 1.56% 15
2025
Q2 		$4.22M Sell
33,360
-400
-1% -$44.4K 1.54% 15
2025
Q1 		$3.49M Buy
33,760
+330
+1% +$37.4K 1.39% 17
2024
Q4 		$3.89M Buy
33,430
+1,000
+3% +$116K 1.44% 17
2024
Q3 		$3.66M Buy
32,430
+2,870
+10% +$315K 1.16% 20
2024
Q2 		$3.34M Sell
29,560
-1,000
-3% -$105K 0.93% 25
2024
Q1 		$3.18M Sell
30,560
-1,000
-3% -$101K 0.89% 25
2023
Q4 		$3.04M Hold
31,560
– – 0.95% 23
2023
Q3 		$2.59M Sell
31,560
-50
-0.2% -$4.29K 0.92% 23
2023
Q2 		$2.75M Sell
31,610
-8,448
-21% -$666K 1.01% 18
2023
Q1 		$3.02M Sell
40,058
-1,400
-3% -$96.3K 1.23% 19
2022
Q4 		$2.58M Buy
41,458
+1,300
+3% +$82.6K 1.22% 19
2022
Q3 		$2.39M Buy
40,158
+1,118
+3% +$76.3K 1.61% 13
2022
Q2 		$2.48M Sell
39,040
-200
-0.5% -$13.9K 2.52% 9
2022
Q1 		$3.12M Buy
39,240
+200
+0.5% +$15.7K 2.87% 9
2021
Q4 		$3.4M Sell
39,040
-1,242
-3% -$102K 2.93% 9
2021
Q3 		$3.01M Sell
40,282
-800
-2% -$61.7K 2.77% 10
2021
Q2 		$3.03M Sell
41,082
-960
-2% -$67.2K 2.51% 9
2021
Q1 		$2.79M Sell
42,042
-20
-0% -$1.32K 2.06% 13
2020
Q4 		$2.73M Sell
42,062
-410
-1% -$25K 2.12% 13
2020
Q3 		$2.48M Sell
42,472
-50,462
-54% -$2.85M 2.11% 13
2020
Q2 		$2.22M Buy
92,934
+48,862
+111% +$2.3M 1.97% 13
2020
Q1 		$1.77M Buy
44,072
+402
+0.9% +$18.3K 1.87% 13
2019
Q4 		$2M Hold
43,670
– – 1.76% 13
2019
Q3 		$1.76M Buy
43,670
+1,950
+5% +$78K 1.68% 13
2019
Q2 		$1.62M Buy
41,720
+2,400
+6% +$91.5K 1.64% 14
2019
Q1 		$1.55M Sell
39,320
-3,168
-7% -$108K 1.61% 13
2018
Q4 		$1.41M Buy
+42,488
New +$1.44M 1.57% 14

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 Insights's XLK Position: Q2 2026 in Review

Financial Insights reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2026, selling an estimated $103K and leaving 32,275 shares worth $6.15M. The position accounts for 1.62% of the portfolio, ranked #13.

Financial Insights first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Financial Insights held 32,275 shares of State Street Technology Select Sector SPDR ETF worth $6.15M as of Q2 2026.
  • Financial Insights sold 600 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
  • State Street Technology Select Sector SPDR ETF made up 1.62% of Financial Insights's portfolio in Q2 2026, its #13 holding.
  • Financial Insights first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.