H&H Retirement Design & Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.64M Sell
33,855
-2,075
-6% -$355K 2.56% 14
2026
Q1
$5.82M Sell
35,930
-464
-1% -$65.4K 2.73% 12
2025
Q4
$5.29M Buy
36,394
+1,266
+4% +$183K 2.69% 14
2025
Q3
$5.19M Sell
35,128
-2,632
-7% -$349K 2.76% 12
2025
Q2
$4.93M Buy
37,760
+2,176
+6% +$241K 2.71% 13
2025
Q1
$3.34M Buy
35,584
+348
+1% +$39.5K 2.23% 15
2024
Q4
$4.14M Sell
35,236
-234
-0.7% -$27.2K 2.51% 14
2024
Q3
$4.06M Buy
35,470
+632
+2% +$69.4K 2.39% 15
2024
Q2
$3.94M Buy
34,838
+70
+0.2% +$7.37K 2.43% 14
2024
Q1
$3.38M Sell
34,768
-2,554
-7% -$258K 2.23% 15
2023
Q4
$3.83M Sell
37,322
-7,100
-16% -$632K 2.41% 14
2023
Q3
$3.75M Sell
44,422
-812
-2% -$69.6K 2.59% 14
2023
Q2
$3.99M Sell
45,234
-492
-1% -$38.8K 2.65% 14
2023
Q1
$3.42M Buy
+45,726
New +$3.15M 2.18% 15

Other funds holding XLK

H&H Retirement Design & Management's XLK Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q2 2026, selling an estimated $355K and leaving 33,855 shares worth $5.64M. The position accounts for 2.56% of the portfolio, ranked #14.

H&H Retirement Design & Management first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.82M in Q1 2026. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • H&H Retirement Design & Management held 33,855 shares of State Street Technology Select Sector SPDR ETF worth $5.64M as of Q2 2026.
  • H&H Retirement Design & Management sold 2,075 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $355K.
  • State Street Technology Select Sector SPDR ETF made up 2.56% of H&H Retirement Design & Management's portfolio in Q2 2026, its #14 holding.
  • H&H Retirement Design & Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • H&H Retirement Design & Management's State Street Technology Select Sector SPDR ETF position peaked at $5.82M in Q1 2026.
  • 2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.