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

Goldstone 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	$596K	Hold	3,129	–	–	0.05%	169
2026 Q1	$416K	Sell	3,129 -226	-7%	-$31.8K	0.05%	180
2025 Q4	$483K	Buy	3,355 +121	+4%	+$17.5K	0.05%	163
2025 Q3	$456K	Hold	3,234	–	–	0.05%	164
2025 Q2	$416K	Buy	3,234 +84	+3%	+$9.32K	0.05%	166
2025 Q1	$325K	Sell	3,150 -2	-0.1%	-$227	0.05%	166
2024 Q4	$366K	Buy	3,152 +2	+0.1%	+$233	0.06%	154
2024 Q3	$356K	Buy	3,150 +300	+11%	+$32.9K	0.06%	146
2024 Q2	$322K	Buy	2,850 +24	+0.8%	+$2.53K	0.06%	139
2024 Q1	$294K	Buy	2,826 +378	+15%	+$38.2K	0.07%	131
2023 Q4	$236K	Buy	+2,448	New	+$218K	0.06%	144

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

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

Goldstone Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,129 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #169.

Goldstone Financial Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,669 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Goldstone Financial Group held 3,129 shares of State Street Technology Select Sector SPDR ETF worth $596K as of Q2 2026.
Goldstone Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Goldstone Financial Group's portfolio in Q2 2026, its #169 holding.
Goldstone Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,669 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.