Higgins & Schmidt Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$273K	Buy	+1,432	New	+$245K	0.11%	56
2026 Q1	–	Sell	-1,432	Closed	-$206K	–	67
2025 Q4	$206K	Buy	+1,432	New	+$207K	0.1%	58

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

Higgins & Schmidt Wealth Strategies's XLK Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,432 shares worth $273K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings. This is a return to the name: Higgins & Schmidt Wealth Strategies previously reported a position in XLK as recently as Q4 2025.

Higgins & Schmidt Wealth Strategies first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 1,432 shares of State Street Technology Select Sector SPDR ETF worth $273K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Higgins & Schmidt Wealth Strategies position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #56 holding.
Higgins & Schmidt Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.