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

Frisch Financial 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 		$1.44M Sell
7,578
-1,109
-13% -$189K 0.25% 63
2026
Q1 		$1.15M Buy
8,687
+119
+1% +$16.8K 0.24% 57
2025
Q4 		$1.23M Sell
8,568
-116
-1% -$16.8K 0.28% 56
2025
Q3 		$1.22M Buy
8,684
+3,332
+62% +$441K 0.28% 51
2025
Q2 		$678K Buy
5,352
+6
+0.1% +$666 0.17% 72
2025
Q1 		$552K Buy
5,346
+106
+2% +$12K 0.15% 68
2024
Q4 		$609K Buy
5,240
+56
+1% +$6.51K 0.18% 60
2024
Q3 		$585K Buy
5,184
+1,156
+29% +$127K 0.18% 62
2024
Q2 		$456K Sell
4,028
-438
-10% -$46.1K 0.14% 76
2024
Q1 		$465K Sell
4,466
-94
-2% -$9.51K 0.15% 69
2023
Q4 		$439K Buy
4,560
+8
+0.2% +$712 0.17% 67
2023
Q3 		$373K Sell
4,552
-2,014
-31% -$173K 0.15% 77
2023
Q2 		$571K Sell
6,566
-520
-7% -$41K 0.27% 56
2023
Q1 		$535K Buy
7,086
+856
+14% +$58.9K 0.21% 64
2022
Q4 		$388K Buy
6,230
+18
+0.3% +$1.14K 0.15% 86
2022
Q3 		$369K Sell
6,212
-86
-1% -$5.87K 0.16% 77
2022
Q2 		$400K Buy
6,298
+16
+0.3% +$1.11K 0.15% 74
2022
Q1 		$499K Buy
6,282
+10
+0.2% +$785 0.16% 74
2021
Q4 		$545K Buy
6,272
+12
+0.2% +$988 0.17% 76
2021
Q3 		$467K Buy
6,260
+10
+0.2% +$772 0.16% 77
2021
Q2 		$461K Buy
6,250
+232
+4% +$16.3K 0.15% 82
2021
Q1 		$400K Sell
6,018
-500
-8% -$33K 0.13% 86
2020
Q4 		$424K Buy
+6,518
New +$397K 0.16% 70

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

Frisch Financial Group's XLK Position: Q2 2026 in Review

Frisch Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, selling an estimated $189K and leaving 7,578 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #63.

Frisch Financial Group first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Frisch Financial Group held 7,578 shares of State Street Technology Select Sector SPDR ETF worth $1.44M as of Q2 2026.
  • Frisch Financial Group sold 1,109 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
  • State Street Technology Select Sector SPDR ETF made up 0.25% of Frisch Financial Group's portfolio in Q2 2026, its #63 holding.
  • Frisch Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.