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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Hold
1,468
0.09% 51
2026
Q1
$234K Hold
1,468
0.08% 54
2025
Q4
$211K Hold
1,468
0.09% 56
2025
Q3
$207K Buy
+1,468
New +$194K 0.09% 51

Other funds holding XLK

Financial Symmetry's XLK Position: Q2 2026 in Review

Financial Symmetry held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,468 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #51.

Financial Symmetry first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,665 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Financial Symmetry held 1,468 shares of State Street Technology Select Sector SPDR ETF worth $280K as of Q2 2026.
  • Financial Symmetry left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Financial Symmetry's portfolio in Q2 2026, its #51 holding.
  • Financial Symmetry first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,665 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.