Founders Financial Alliance’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Founders Financial Alliance’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	$2.35M	Sell	12,333 -158	-1%	-$27K	0.31%	77
2026 Q1	$1.66M	Buy	12,491 +293	+2%	+$41.3K	0.3%	79
2025 Q4	$1.76M	Sell	12,198 -350	-3%	-$50.5K	0.33%	70
2025 Q3	$1.77M	Buy	12,548 +48	+0.4%	+$6.36K	0.33%	73
2025 Q2	$1.58M	Buy	12,500 +124	+1%	+$13.8K	0.36%	65
2025 Q1	$1.28M	Buy	12,376 +1,452	+13%	+$165K	0.31%	78
2024 Q4	$1.27M	Buy	10,924 +22	+0.2%	+$2.56K	0.35%	63
2024 Q3	$1.23M	Buy	10,902 +118	+1%	+$13K	0.34%	67
2024 Q2	$1.22M	Buy	10,784 +1,916	+22%	+$202K	0.36%	62
2024 Q1	$923K	Sell	8,868 -4	-0%	-$405	0.28%	84
2023 Q4	$854K	Sell	8,872 -188	-2%	-$16.7K	0.33%	72
2023 Q3	$743K	Sell	9,060 -294	-3%	-$25.2K	0.32%	75
2023 Q2	$813K	Buy	9,354 +212	+2%	+$16.7K	0.32%	73
2023 Q1	$689K	Sell	9,142 -730	-7%	-$50.2K	0.34%	71
2022 Q4	$614K	Sell	9,872 -116	-1%	-$7.37K	0.28%	82
2022 Q3	$593K	Sell	9,988 -4,396	-31%	-$300K	0.3%	79
2022 Q2	$914K	Buy	14,384 +2,994	+26%	+$209K	0.46%	55
2022 Q1	$905K	Sell	11,390 -2,990	-21%	-$235K	0.4%	61
2021 Q4	$1.25M	Sell	14,380 -336	-2%	-$27.7K	0.5%	52
2021 Q3	$1.1M	Buy	14,716 +256	+2%	+$19.8K	0.51%	51
2021 Q2	$1.07M	Buy	14,460 +568	+4%	+$39.8K	0.49%	49
2021 Q1	$919K	Buy	13,892 +16	+0.1%	+$1.06K	0.45%	52
2020 Q4	$905K	Buy	13,876 +1,472	+12%	+$89.7K	0.51%	47
2020 Q3	$725K	Buy	+12,404	New	+$701K	0.43%	48

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

Founders Financial Alliance's XLK Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, selling an estimated $27K and leaving 12,333 shares worth $2.35M. The position accounts for 0.31% of the portfolio, ranked #77.

Founders Financial Alliance first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Founders Financial Alliance held 12,333 shares of State Street Technology Select Sector SPDR ETF worth $2.35M as of Q2 2026.
Founders Financial Alliance sold 158 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $27K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Founders Financial Alliance's portfolio in Q2 2026, its #77 holding.
Founders Financial Alliance first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.