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Forum Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Forum Financial 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 		$4.15M Sell
21,771
-68
-0.3% -$11.6K 0.05% 60
2026
Q1 		$2.9M Buy
21,839
+4,436
+25% +$625K 0.04% 69
2025
Q4 		$2.51M Buy
17,403
+2,501
+17% +$361K 0.03% 124
2025
Q3 		$2.1M Sell
14,902
-2,346
-14% -$311K 0.03% 130
2025
Q2 		$2.18M Buy
17,248
+2,584
+18% +$287K 0.03% 114
2025
Q1 		$1.51M Sell
14,664
-5,620
-28% -$637K 0.03% 152
2024
Q4 		$2.36M Buy
20,284
+794
+4% +$92.4K 0.04% 99
2024
Q3 		$2.2M Sell
19,490
-762
-4% -$83.6K 0.04% 95
2024
Q2 		$2.29M Buy
20,252
+5,568
+38% +$586K 0.04% 82
2024
Q1 		$1.53M Sell
14,684
-186
-1% -$18.8K 0.03% 150
2023
Q4 		$1.43M Buy
14,870
+212
+1% +$18.9K 0.03% 126
2023
Q3 		$1.2M Buy
14,658
+32
+0.2% +$2.74K 0.03% 139
2023
Q2 		$1.27M Buy
14,626
+44
+0.3% +$3.47K 0.03% 129
2023
Q1 		$1.1M Buy
14,582
+2,678
+22% +$184K 0.03% 131
2022
Q4 		$741K Buy
11,904
+1,388
+13% +$88.1K 0.02% 184
2022
Q3 		$625K Sell
10,516
-774
-7% -$52.8K 0.03% 181
2022
Q2 		$718K Sell
11,290
-2
-0% -$139 0.04% 163
2022
Q1 		$897K Buy
11,292
+8,256
+272% +$648K 0.04% 141
2021
Q4 		$264K Buy
+3,036
New +$250K 0.01% 477

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 Financial Management's XLK Position: Q2 2026 in Review

Forum Financial Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.31% in Q2 2026, selling an estimated $11.6K and leaving 21,771 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #60.

Forum Financial Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Forum Financial Management held 21,771 shares of State Street Technology Select Sector SPDR ETF worth $4.15M as of Q2 2026.
  • Forum Financial Management sold 68 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #60 holding.
  • Forum Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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