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XLK icon

Future Financial Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Future Financial Wealth 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 		$319K Sell
1,785
-628
-26% -$107K 0.2% 89
2026
Q1 		$363K Sell
2,413
-14,985
-86% -$2.11M 0.23% 79
2025
Q4 		$2.47M Sell
17,398
-966
-5% -$140K 1.66% 17
2025
Q3 		$2.59M Sell
18,364
-536
-3% -$71K 1.63% 15
2025
Q2 		$2.39M Buy
18,900
+38
+0.2% +$4.22K 1.63% 14
2025
Q1 		$1.95M Sell
18,862
-282
-1% -$32K 1.43% 15
2024
Q4 		$2.23M Buy
19,144
+742
+4% +$86.3K 1.63% 14
2024
Q3 		$2.08M Buy
18,402
+496
+3% +$54.4K 1.48% 14
2024
Q2 		$2.03M Sell
17,906
-320
-2% -$33.7K 1.78% 14
2024
Q1 		$1.9M Buy
18,226
+80
+0.4% +$8.09K 1.46% 14
2023
Q4 		$1.75M Buy
18,146
+240
+1% +$21.4K 1.73% 16
2023
Q3 		$1.47M Buy
17,906
+122
+0.7% +$10.5K 1.63% 16
2023
Q2 		$1.55M Buy
+17,784
New +$1.4M 1.63% 16
2023
Q1 		– Sell
-14,572
Closed -$907K – 124
2022
Q4 		$907K Sell
14,572
-160
-1% -$10.2K 1.03% 35
2022
Q3 		$936K Buy
+14,732
New +$1.01M 1.08% 30
2022
Q2 		– Sell
-1,000
Closed -$79K – 493
2022
Q1 		$79K Hold
1,000
– – 0.07% 215
2021
Q4 		$88K Buy
+1,000
New +$82.4K 0.07% 206

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Future Financial Wealth Management's XLK Position: Q2 2026 in Review

Future Financial Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q2 2026, selling an estimated $107K and leaving 1,785 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #89.

Future Financial Wealth Management first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.59M in Q3 2025. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Future Financial Wealth Management held 1,785 shares of State Street Technology Select Sector SPDR ETF worth $319K as of Q2 2026.
  • Future Financial Wealth Management sold 628 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of Future Financial Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Future Financial Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • Future Financial Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.59M in Q3 2025.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.