Financial & Tax Architects’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial & Tax Architects’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	$1.44M	Sell	7,568 -1,266	-14%	-$216K	0.3%	60
2026 Q1	$1.17M	Buy	8,834 +28	+0.3%	+$3.95K	0.26%	70
2025 Q4	$1.27M	Sell	8,806 -172	-2%	-$24.8K	0.28%	64
2025 Q3	$1.27M	Buy	8,978 +1,238	+16%	+$164K	0.28%	61
2025 Q2	$980K	Buy	7,740 +188	+2%	+$20.9K	0.24%	58
2025 Q1	$780K	Buy	7,552 +1,352	+22%	+$153K	0.2%	69
2024 Q4	$721K	Buy	6,200 +608	+11%	+$70.7K	0.18%	63
2024 Q3	$631K	Sell	5,592 -786	-12%	-$86.3K	0.16%	65
2024 Q2	$721K	Sell	6,378 -326	-5%	-$34.3K	0.19%	57
2024 Q1	$698K	Sell	6,704 -936	-12%	-$94.7K	0.19%	62
2023 Q4	$735K	Sell	7,640 -1,568	-17%	-$140K	0.22%	58
2023 Q3	$755K	Sell	9,208 -1,214	-12%	-$104K	0.23%	58
2023 Q2	$906K	Sell	10,422 -3,020	-22%	-$238K	0.28%	48
2023 Q1	$1.01M	Buy	+13,442	New	+$925K	0.33%	46
2022 Q1	–	Sell	-15,010	Closed	-$1.3M	–	107
2021 Q4	$1.3M	Buy	15,010 +2,006	+15%	+$165K	0.53%	51
2021 Q3	$971K	Buy	13,004 +3,116	+32%	+$240K	0.44%	51
2021 Q2	$730K	Buy	9,888 +1,972	+25%	+$138K	0.36%	59
2021 Q1	$526K	Buy	+7,916	New	+$523K	0.29%	66

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial & Tax Architects's XLK Position: Q2 2026 in Review

Financial & Tax Architects reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, selling an estimated $216K and leaving 7,568 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #60.

Financial & Tax Architects first reported a position in XLK in Q1 2021 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Financial & Tax Architects held 7,568 shares of State Street Technology Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Financial & Tax Architects sold 1,266 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Financial & Tax Architects's portfolio in Q2 2026, its #60 holding.
Financial & Tax Architects first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.