Fulcrum Equity Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fulcrum Equity Management’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	$6.37M	Sell	33,430 -1,329	-4%	-$227K	4.67%	4
2026 Q1	$4.62M	Sell	34,759 -5,706	-14%	-$804K	4.46%	4
2025 Q4	$5.83M	Sell	40,465 -1,761	-4%	-$254K	5.58%	3
2025 Q3	$5.95M	Buy	42,226 +5,148	+14%	+$682K	6.03%	4
2025 Q2	$4.69M	Sell	37,078 -320	-0.9%	-$35.5K	4.82%	5
2025 Q1	$3.86M	Buy	37,398 +2,736	+8%	+$310K	4.22%	5
2024 Q4	$4.03M	Buy	34,662 +1,626	+5%	+$189K	3.99%	4
2024 Q3	$3.73M	Buy	33,036 +21,546	+188%	+$2.37M	3.15%	5
2024 Q2	$1.3M	Sell	11,490 -3,558	-24%	-$375K	1.17%	14
2024 Q1	$1.57M	Sell	15,048 -9,076	-38%	-$918K	1.85%	9
2023 Q4	$2.32M	Sell	24,124 -12,176	-34%	-$1.08M	2.87%	5
2023 Q3	$2.98M	Sell	36,300 -70	-0.2%	-$6K	3.49%	5
2023 Q2	$3.16M	Sell	36,370 -928	-2%	-$73.1K	3.67%	2
2023 Q1	$2.82M	Sell	37,298 -3,354	-8%	-$231K	2.64%	8
2022 Q4	$2.53M	Buy	40,652 +1,372	+3%	+$87.1K	2.07%	23
2022 Q3	$2.33M	Sell	39,280 -796	-2%	-$54.3K	1.97%	22
2022 Q2	$2.55M	Sell	40,076 -59,392	-60%	-$4.14M	2.05%	19
2022 Q1	$7.9M	Sell	99,468 -11,824	-11%	-$928K	4.68%	3
2021 Q4	$9.68M	Buy	111,292 +14,164	+15%	+$1.17M	3.62%	3
2021 Q3	$7.25M	Buy	97,128 +21,476	+28%	+$1.66M	2.81%	3
2021 Q2	$5.58M	Buy	75,652 +32,210	+74%	+$2.26M	2.08%	7
2021 Q1	$2.88M	Buy	43,442 +25,512	+142%	+$1.68M	1.14%	23
2020 Q4	$1.17M	Buy	17,930 +166	+0.9%	+$10.1K	0.47%	57
2020 Q3	$1.04M	Buy	17,764 +4,552	+34%	+$257K	0.48%	51
2020 Q2	$690K	Buy	13,212 +970	+8%	+$45.6K	0.33%	56
2020 Q1	$492K	Sell	12,242 -3,820	-24%	-$174K	0.35%	17
2019 Q4	$736K	Buy	16,062 +5,298	+49%	+$227K	0.38%	37
2019 Q3	$433K	Buy	+10,764	New	+$431K	0.22%	56
2019 Q2	–	Sell	-9,800	Closed	-$363K	–	114
2019 Q1	$363K	Hold	9,800	–	–	0.12%	58
2018 Q4	$304K	Buy	+9,800	New	+$331K	0.11%	47

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Fulcrum Equity Management's XLK Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q2 2026, selling an estimated $227K and leaving 33,430 shares worth $6.37M. The position accounts for 4.67% of the portfolio, ranked #4.

Fulcrum Equity Management first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.68M in Q4 2021. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fulcrum Equity Management held 33,430 shares of State Street Technology Select Sector SPDR ETF worth $6.37M as of Q2 2026.
Fulcrum Equity Management sold 1,329 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $227K.
State Street Technology Select Sector SPDR ETF made up 4.67% of Fulcrum Equity Management's portfolio in Q2 2026, its #4 holding.
Fulcrum Equity Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Fulcrum Equity Management's State Street Technology Select Sector SPDR ETF position peaked at $9.68M in Q4 2021.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.