First Heartland Consultants’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Heartland Consultants’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	$6.79M	Buy	35,651 +18,332	+106%	+$3.13M	0.44%	62
2026 Q1	$2.3M	Buy	17,319 +340	+2%	+$47.9K	0.18%	115
2025 Q4	$2.44M	Buy	16,979 +185	+1%	+$26.7K	0.19%	103
2025 Q3	$2.37M	Sell	16,794 -556	-3%	-$73.6K	0.19%	104
2025 Q2	$2.2M	Sell	17,350 -160	-0.9%	-$17.8K	0.2%	106
2025 Q1	$1.81M	Sell	17,510 -448	-2%	-$50.8K	0.19%	108
2024 Q4	$2.09M	Sell	17,958 -1,230	-6%	-$143K	0.21%	100
2024 Q3	$2.17M	Buy	19,188 +814	+4%	+$89.4K	0.23%	82
2024 Q2	$2.08K	Buy	18,374 +226	+1%	+$23.8K	0.15%	109
2024 Q1	$1.89M	Buy	18,148 +546	+3%	+$55.2K	0.2%	115
2023 Q4	$1.69M	Buy	17,602 +1,882	+12%	+$168K	0.2%	106
2023 Q3	$1.29M	Buy	15,720 +1,686	+12%	+$145K	0.16%	124
2023 Q2	$1.22M	Buy	14,034 +4,708	+50%	+$371K	0.16%	125
2023 Q1	$704K	Buy	9,326 +286	+3%	+$19.7K	0.11%	167
2022 Q4	$563K	Buy	9,040 +720	+9%	+$45.7K	0.09%	184
2022 Q3	$494	Buy	8,320 +1,152	+16%	+$78.6K	0.04%	187
2022 Q2	$455K	Buy	7,168 +1,604	+29%	+$112K	0.07%	200
2022 Q1	$442K	Sell	5,564 -1,496	-21%	-$117K	0.07%	196
2021 Q4	$613	Buy	7,060 +3,618	+105%	+$298K	0.02%	168
2021 Q3	$257K	Sell	3,442 -2,734	-44%	-$211K	0.04%	315
2021 Q2	$456K	Sell	6,176 -496	-7%	-$34.7K	0.07%	224
2021 Q1	$443K	Sell	6,672 -770	-10%	-$50.8K	0.07%	222
2020 Q4	$484K	Sell	7,442 -2,268	-23%	-$138K	0.08%	173
2020 Q3	$567K	Buy	9,710 +2,252	+30%	+$127K	0.11%	141
2020 Q2	$390K	Sell	7,458 -530	-7%	-$24.9K	0.08%	182
2020 Q1	$321K	Sell	7,988 -226	-3%	-$10.3K	0.08%	175
2019 Q4	$376K	Sell	8,214 -128	-2%	-$5.48K	0.07%	211
2019 Q3	$336K	Buy	8,342 +156	+2%	+$6.24K	0.07%	215
2019 Q2	$319K	Buy	8,186 +1,760	+27%	+$67.1K	0.08%	206
2019 Q1	$238K	Sell	6,426 -132	-2%	-$4.52K	0.07%	238
2018 Q4	$203K	Sell	6,558 -1,542	-19%	-$52.2K	0.08%	234
2018 Q3	$305K	Sell	8,100 -1,136	-12%	-$41.7K	0.1%	184
2018 Q2	$321K	Sell	9,236 -370	-4%	-$12.7K	0.11%	182
2018 Q1	$314K	Buy	9,606 +2,478	+35%	+$83.2K	0.09%	207
2017 Q4	$228K	Buy	+7,128	New	+$224K	0.07%	245
2016 Q2	–	Sell	-9,206	Closed	-$204K	–	310
2016 Q1	$204K	Sell	9,206 -1,144	-11%	-$23.6K	0.08%	252
2015 Q4	$222K	Buy	10,350 +174	+2%	+$3.75K	0.08%	240
2015 Q3	$201K	Buy	10,176 +194	+2%	+$4K	0.08%	236
2015 Q2	$207	Buy	9,982 +8	+0.1%	+$171	0.06%	238
2015 Q1	$207K	Buy	+9,974	New	+$208K	0.08%	234
2013 Q3	–	Sell	-4,100	Closed	-$63K	–	385
2013 Q2	$63K	Buy	+4,100	New	+$63.5K	0.04%	254

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's XLK Position: Q2 2026 in Review

First Heartland Consultants increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 106% in Q2 2026, buying an estimated $3.13M and bringing the position to 35,651 shares worth $6.79M. The position accounts for 0.44% of the portfolio, ranked #62.

First Heartland Consultants first reported a position in XLK in Q2 2013 and has held it in 41 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

First Heartland Consultants held 35,651 shares of State Street Technology Select Sector SPDR ETF worth $6.79M as of Q2 2026.
First Heartland Consultants bought 18,332 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13M.
State Street Technology Select Sector SPDR ETF made up 0.44% of First Heartland Consultants's portfolio in Q2 2026, its #62 holding.
First Heartland Consultants first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.