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

Greystone 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	$506K	Buy	+2,655	New	+$454K	0.14%	61

Other funds holding XLK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Greystone Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,655 shares worth $506K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

1,422 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Greystone Financial Group held 2,655 shares of State Street Technology Select Sector SPDR ETF worth $506K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Greystone Financial Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.14% of Greystone Financial Group's portfolio in Q2 2026, its #61 holding.
1,422 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.