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

Fox Financial’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	$18.6M	Sell	97,401 -4,535	-4%	-$775K	12.92%	5
2026 Q1	$13.5M	Sell	101,936 -380	-0.4%	-$53.5K	11.06%	6
2025 Q4	$14.7M	Sell	102,316 -3,350	-3%	-$484K	11.74%	6
2025 Q3	$14.9M	Sell	105,666 -2,866	-3%	-$380K	11.85%	6
2025 Q2	$13.7M	Buy	108,532 +908	+0.8%	+$101K	11.62%	6
2025 Q1	$11.1M	Buy	107,624 +1,386	+1%	+$157K	10.46%	6
2024 Q4	$12.4M	Sell	106,238 -48,608	-31%	-$5.66M	11.16%	6
2024 Q3	$17.5M	Sell	154,846 -136	-0.1%	-$14.9K	15.24%	4
2024 Q2	$17.5M	Sell	154,982 -8,630	-5%	-$909K	16.16%	4
2024 Q1	$17M	Sell	163,612 -2,982	-2%	-$302K	15.43%	4
2023 Q4	$16M	Buy	+166,594	New	+$14.8M	15.35%	4

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

Fox Financial's XLK Position: Q2 2026 in Review

Fox Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.4% in Q2 2026, selling an estimated $775K and leaving 97,401 shares worth $18.6M. The position accounts for 12.92% of the portfolio, ranked #5.

Fox Financial first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fox Financial held 97,401 shares of State Street Technology Select Sector SPDR ETF worth $18.6M as of Q2 2026.
Fox Financial sold 4,535 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $775K.
State Street Technology Select Sector SPDR ETF made up 12.92% of Fox Financial's portfolio in Q2 2026, its #5 holding.
Fox Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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