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

Financial Perspectives’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	$61K	Hold	320	–	–	0.01%	305
2026 Q1	$42.5K	Hold	320	–	–	0.01%	334
2025 Q4	$46.1K	Hold	320	–	–	0.01%	325
2025 Q3	$45.1K	Hold	320	–	–	0.01%	325
2025 Q2	$40.5K	Hold	320	–	–	0.01%	330
2025 Q1	$33K	Sell	320 -632	-66%	-$71.7K	0.01%	344
2024 Q4	$111K	Buy	952 +2	+0.2%	+$233	0.04%	202
2024 Q3	$107K	Hold	950	–	–	0.04%	204
2024 Q2	$107K	Buy	950 +2	+0.2%	+$211	0.04%	195
2024 Q1	$98.7K	Hold	948	–	–	0.04%	205
2023 Q4	$91.1K	Buy	948 +2	+0.2%	+$178	0.04%	210
2023 Q3	$77.5K	Buy	946 +2	+0.2%	+$172	0.04%	211
2023 Q2	$82.1K	Buy	944 +2	+0.2%	+$158	0.04%	214
2023 Q1	$71.2K	Hold	942	–	–	0.03%	228
2022 Q4	$58.6K	Buy	942 +2	+0.2%	+$127	0.03%	234
2022 Q3	$55.8K	Buy	940 +2	+0.2%	+$136	0.03%	225
2022 Q2	$59.6K	Buy	938 +2	+0.2%	+$139	0.03%	223
2022 Q1	$74.4K	Hold	936	–	–	0.03%	218
2021 Q4	$81.3K	Buy	936 +2	+0.2%	+$165	0.04%	196
2021 Q3	$69.8K	Hold	934	–	–	0.04%	202
2021 Q2	$68.9K	Buy	934 +2	+0.2%	+$140	0.03%	224
2021 Q1	$61.9K	Hold	932	–	–	0.03%	223
2020 Q4	$60.5K	Buy	932 +612	+191%	+$37.3K	0.03%	207
2020 Q3	$18.7K	Hold	320	–	–	0.01%	301
2020 Q2	$16.7K	Hold	320	–	–	0.01%	304
2020 Q1	$12.9K	Hold	320	–	–	0.01%	295
2019 Q4	$14.7K	Buy	+320	New	+$13.7K	0.01%	291

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 Perspectives's XLK Position: Q2 2026 in Review

Financial Perspectives held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 320 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #305.

Financial Perspectives first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $111K in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Financial Perspectives held 320 shares of State Street Technology Select Sector SPDR ETF worth $61K as of Q2 2026.
Financial Perspectives left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #305 holding.
Financial Perspectives first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's State Street Technology Select Sector SPDR ETF position peaked at $111K in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.