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Fingerlakes Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fingerlakes Wealth Management’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 		$8.61M Buy
45,201
+187
+0.4% +$32K 4.63% 6
2026
Q1 		$5.98M Sell
45,014
-2,871
-6% -$405K 3.97% 6
2025
Q4 		$6.89M Sell
47,885
-1,471
-3% -$212K 4.38% 6
2025
Q3 		$6.96M Buy
49,356
+3,762
+8% +$498K 4.54% 5
2025
Q2 		$5.77M Buy
45,594
+1,410
+3% +$156K 4.31% 4
2025
Q1 		$4.56M Buy
44,184
+8,636
+24% +$979K 3.88% 4
2024
Q4 		$4.13M Buy
35,548
+7,524
+27% +$875K 3.34% 7
2024
Q3 		$3.16M Buy
28,024
+5,146
+22% +$565K 2.63% 9
2024
Q2 		$2.59M Buy
22,878
+9,522
+71% +$1M 2.32% 12
2024
Q1 		$1.39M Buy
13,356
+2,858
+27% +$289K 1.34% 26
2023
Q4 		$1.01M Sell
10,498
-506
-5% -$45K 1.09% 31
2023
Q3 		$902K Sell
11,004
-218
-2% -$18.7K 1.1% 31
2023
Q2 		$976K Sell
11,222
-380
-3% -$30K 1.12% 30
2023
Q1 		$876K Buy
11,602
+12
+0.1% +$826 1.09% 31
2022
Q4 		$721K Sell
11,590
-288
-2% -$18.3K 0.99% 30
2022
Q3 		$705K Sell
11,878
-234
-2% -$16K 1.03% 29
2022
Q2 		$770K Buy
12,112
+28
+0.2% +$1.95K 1.05% 28
2022
Q1 		$960K Sell
12,084
-312
-3% -$24.5K 1.12% 28
2021
Q4 		$1.08M Buy
+12,396
New +$1.02M 1.22% 26

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fingerlakes Wealth Management's XLK Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.42% in Q2 2026, buying an estimated $32K and bringing the position to 45,201 shares worth $8.61M. The position accounts for 4.63% of the portfolio, ranked #6.

Fingerlakes Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Fingerlakes Wealth Management held 45,201 shares of State Street Technology Select Sector SPDR ETF worth $8.61M as of Q2 2026.
  • Fingerlakes Wealth Management bought 187 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $32K.
  • State Street Technology Select Sector SPDR ETF made up 4.63% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Fingerlakes Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.