Grey Fox Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Grey Fox Wealth Advisors’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	$215K	Buy	+1,126	New	+$192K	0.03%	167
2024 Q4	–	Sell	-1,850	Closed	-$209K	–	132
2024 Q3	$209K	Sell	1,850 -1,334	-42%	-$146K	0.06%	119
2024 Q2	$360K	Buy	3,184 +6	+0.2%	+$632	0.13%	91
2024 Q1	$331K	Buy	3,178 +4	+0.1%	+$405	0.12%	93
2023 Q4	$305K	Buy	3,174 +8	+0.3%	+$712	0.13%	85
2023 Q3	$260K	Buy	3,166 +6	+0.2%	+$515	0.13%	90
2023 Q2	$275K	Sell	3,160 -1,270	-29%	-$100K	0.14%	84
2023 Q1	$335K	Buy	4,430 +1,284	+41%	+$88.4K	0.2%	70
2022 Q4	$196K	Buy	+3,146	New	+$200K	0.13%	94

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Grey Fox Wealth Advisors's XLK Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,126 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in XLK as recently as Q3 2024.

Grey Fox Wealth Advisors first reported a position in XLK in Q4 2022 and has held it in 9 quarters since. The position peaked at $360K in Q2 2024. 851 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Grey Fox Wealth Advisors held 1,126 shares of State Street Technology Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Grey Fox Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
Grey Fox Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $360K in Q2 2024.
851 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.