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Forum Finance Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Forum Finance Group’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 		$37K Hold
240
– – 0.01% 245
2026
Q1 		$26K Buy
+240
New +$33.8K 0.01% 233

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Finance Group's XLK Position: Q2 2026 in Review

Forum Finance Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 240 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #245.

Forum Finance Group first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Forum Finance Group held 240 shares of State Street Technology Select Sector SPDR ETF worth $37K as of Q2 2026.
  • Forum Finance Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #245 holding.
  • Forum Finance Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.