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

Forum Private Client 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	$202K	Buy	+1,058	New	+$181K	0.06%	86

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Private Client Group's XLK Position: Q2 2026 in Review

Forum Private Client Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,058 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Forum Private Client Group held 1,058 shares of State Street Technology Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Forum Private Client Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Forum Private Client Group's portfolio in Q2 2026, its #86 holding.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.