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

Founders Financial Securities’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 Q1	$32.6M	Buy	229,408 +4,714	+2%	+$664K	1.84%	8
2025 Q4	$32.3M	Buy	224,694 +42,448	+23%	+$6.13M	1.91%	7
2025 Q3	$25.7M	Buy	182,246 +10,060	+6%	+$1.33M	1.75%	8
2025 Q2	$21.8M	Buy	172,186 +2,414	+1%	+$268K	1.66%	10
2025 Q1	$17.7M	Buy	169,772 +35,508	+26%	+$4.03M	1.5%	14
2024 Q4	$15.6M	Buy	134,264 +3,818	+3%	+$444K	1.41%	15
2024 Q3	$14.7M	Sell	130,446 -15,266	-10%	-$1.68M	1.36%	16
2024 Q2	$16.5M	Buy	145,712 +25,874	+22%	+$2.72M	1.56%	13
2024 Q1	$12.5M	Buy	119,838 +15,336	+15%	+$1.55M	1.31%	19
2023 Q4	$10.1M	Sell	104,502 -41,898	-29%	-$3.73M	1.12%	23
2023 Q3	$12M	Buy	146,400 +41,028	+39%	+$3.52M	1.55%	14
2023 Q2	$9.16M	Buy	105,372 +18,970	+22%	+$1.5M	1.21%	20
2023 Q1	$6.52M	Sell	86,402 -3,416	-4%	-$235K	0.94%	25
2022 Q4	$5.59M	Buy	89,818 +33,210	+59%	+$2.11M	0.88%	22
2022 Q3	$3.36M	Buy	56,608 +11,514	+26%	+$786K	0.59%	32
2022 Q2	$2.87M	Sell	45,094 -11,484	-20%	-$800K	0.56%	38
2022 Q1	$4.5M	Buy	56,578 +3,212	+6%	+$252K	0.8%	27
2021 Q4	$4.64M	Buy	53,366 +4,276	+9%	+$352K	0.83%	26
2021 Q3	$3.67M	Buy	49,090 +20,344	+71%	+$1.57M	0.74%	25
2021 Q2	$2.12M	Buy	28,746 +22,740	+379%	+$1.59M	0.42%	50
2021 Q1	$399K	Buy	6,006 +2,330	+63%	+$154K	0.09%	172
2020 Q4	$239K	Buy	+3,676	New	+$224K	0.06%	199

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Founders Financial Securities's XLK Position: Q1 2026 in Review

Founders Financial Securities increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q1 2026, buying an estimated $664K and bringing the position to 229,408 shares worth $32.6M. The position accounts for 1.84% of the portfolio, ranked #8.

Founders Financial Securities first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Founders Financial Securities held 229,408 shares of State Street Technology Select Sector SPDR ETF worth $32.6M as of Q1 2026.
Founders Financial Securities bought 4,714 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $664K.
State Street Technology Select Sector SPDR ETF made up 1.84% of Founders Financial Securities's portfolio in Q1 2026, its #8 holding.
Founders Financial Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.