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

Financial Management Professionals’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	$58.1K	Buy	305 +161	+112%	+$27.5K	0.01%	275
2026 Q1	$19.1K	Hold	144	–	–	﹤0.01%	414
2025 Q4	$20.7K	Hold	144	–	–	﹤0.01%	402
2025 Q3	$20.3K	Hold	144	–	–	﹤0.01%	404
2025 Q2	$18.2K	Hold	144	–	–	﹤0.01%	434
2025 Q1	$14.9K	Hold	144	–	–	﹤0.01%	472
2024 Q4	$16.7K	Hold	144	–	–	﹤0.01%	438
2024 Q3	$16K	Sell	144 -1,846	-93%	-$203K	﹤0.01%	456
2024 Q2	$225K	Buy	1,990 +120	+6%	+$12.6K	0.03%	131
2024 Q1	$195K	Buy	1,870 +698	+60%	+$70.6K	0.03%	150
2023 Q4	$113K	Buy	1,172 +1,106	+1,676%	+$98.5K	0.02%	175
2023 Q3	$5K	Hold	66	–	–	﹤0.01%	616
2023 Q2	$6K	Sell	66 -38	-37%	-$3K	﹤0.01%	641
2023 Q1	$8K	Buy	+104	New	+$7.16K	﹤0.01%	614
2022 Q3	–	Sell	-1,254	Closed	-$80K	–	1135
2022 Q2	$80K	Buy	1,254 +1,252	+62,600%	+$87.2K	0.02%	178
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1169
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1111
2021 Q3	$0	Buy	+2	New	+$154	﹤0.01%	1070
2021 Q1	–	Sell	-34,962	Closed	-$2.27M	–	727
2020 Q4	$2.27M	Buy	34,962 +790	+2%	+$48.1K	0.64%	24
2020 Q3	$1.99M	Sell	34,172 -2,806	-8%	-$159K	0.71%	22
2020 Q2	$1.93M	Sell	36,978 -6,960	-16%	-$327K	0.67%	21
2020 Q1	$1.77M	Sell	43,938 -5,542	-11%	-$253K	0.75%	22
2019 Q4	$2.27M	Buy	+49,480	New	+$2.12M	0.75%	20
2016 Q3	–	Sell	-124	Closed	-$2K	–	432
2016 Q2	$2K	Buy	+124	New	+$2.69K	﹤0.01%	382

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Management Professionals's XLK Position: Q2 2026 in Review

Financial Management Professionals increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 112% in Q2 2026, buying an estimated $27.5K and bringing the position to 305 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #275.

Financial Management Professionals first reported a position in XLK in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.27M in Q4 2020. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Financial Management Professionals held 305 shares of State Street Technology Select Sector SPDR ETF worth $58.1K as of Q2 2026.
Financial Management Professionals bought 161 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $27.5K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #275 holding.
Financial Management Professionals first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2016 and has held it in 24 quarters since.
Financial Management Professionals's State Street Technology Select Sector SPDR ETF position peaked at $2.27M in Q4 2020.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.