Global Financial Private Client’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Global Financial Private Client’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	$797K	Hold	4,184	–	–	0.22%	128
2026 Q1	$556K	Hold	4,184	–	–	0.18%	139
2025 Q4	$602K	Hold	4,184	–	–	0.21%	130
2025 Q3	$590K	Hold	4,184	–	–	0.21%	127
2025 Q2	$530K	Sell	4,184 -2	-0%	-$222	0.2%	132
2025 Q1	$432K	Sell	4,186 -202	-5%	-$22.9K	0.17%	139
2024 Q4	$510K	Sell	4,388 -20	-0.5%	-$2.33K	0.19%	130
2024 Q3	$498K	Sell	4,408 -8	-0.2%	-$878	0.19%	131
2024 Q2	$500K	Hold	4,416	–	–	0.21%	120
2024 Q1	$461K	Sell	4,416 -550	-11%	-$55.6K	0.2%	126
2023 Q4	$478K	Hold	4,966	–	–	0.22%	118
2023 Q3	$411K	Sell	4,966 -48	-1%	-$4.12K	0.21%	113
2023 Q2	$435K	Sell	5,014 -392	-7%	-$30.9K	0.21%	113
2023 Q1	$408K	Sell	5,406 -20	-0.4%	-$1.38K	0.21%	106
2022 Q4	$338K	Hold	5,426	–	–	0.19%	108
2022 Q3	$332K	Hold	5,426	–	–	0.19%	109
2022 Q2	$346K	Sell	5,426 -68	-1%	-$4.74K	0.2%	105
2022 Q1	$435K	Sell	5,494 -134	-2%	-$10.5K	0.21%	100
2021 Q4	$489K	Buy	5,628 +2,766	+97%	+$228K	0.24%	91
2021 Q3	$217K	Sell	2,862 -212	-7%	-$16.4K	0.11%	138
2021 Q2	$227K	Sell	3,074 -2,328	-43%	-$163K	0.13%	125
2021 Q1	$366K	Sell	5,402 -1,470	-21%	-$97K	0.26%	81
2020 Q4	$447K	Sell	6,872 -1,236	-15%	-$75.3K	0.35%	62
2020 Q3	$478K	Sell	8,108 -2,392	-23%	-$135K	0.42%	55
2020 Q2	$549K	Sell	10,500 -5,624	-35%	-$265K	0.48%	51
2020 Q1	$617K	Sell	16,124 -120	-0.7%	-$5.48K	0.65%	35
2019 Q4	$745K	Buy	+16,244	New	+$695K	0.62%	38

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Financial Private Client's XLK Position: Q2 2026 in Review

Global Financial Private Client held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,184 shares worth $797K. The position accounts for 0.22% of the portfolio, ranked #128.

Global Financial Private Client first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Global Financial Private Client held 4,184 shares of State Street Technology Select Sector SPDR ETF worth $797K as of Q2 2026.
Global Financial Private Client left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.22% of Global Financial Private Client's portfolio in Q2 2026, its #128 holding.
Global Financial Private Client first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.