FORM Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FORM Wealth Advisors’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	$678K	Hold	3,560	–	–	0.07%	31
2026 Q1	$473K	Hold	3,560	–	–	0.06%	37
2025 Q4	$513K	Buy	+3,560	New	+$514K	0.06%	36
2025 Q2	$451K	Hold	3,560	–	–	0.05%	37
2025 Q1	$368K	Buy	+3,560	New	+$404K	0.05%	39

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

FORM Wealth Advisors's XLK Position: Q2 2026 in Review

FORM Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,560 shares worth $678K. The position accounts for 0.07% of the portfolio, ranked #31.

FORM Wealth Advisors first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

FORM Wealth Advisors held 3,560 shares of State Street Technology Select Sector SPDR ETF worth $678K as of Q2 2026.
FORM Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of FORM Wealth Advisors's portfolio in Q2 2026, its #31 holding.
FORM Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.