Horizon Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Horizon Family Wealth’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	$1.95M	Sell	10,254 -540	-5%	-$92.3K	0.89%	30
2026 Q1	$1.43M	Sell	10,794 -13	-0.1%	-$1.83K	0.76%	34
2025 Q4	$1.56M	Buy	10,807 +15	+0.1%	+$2.17K	0.83%	32
2025 Q3	$1.52M	Buy	10,792 +40	+0.4%	+$5.3K	0.87%	27
2025 Q2	$1.36M	Buy	10,752 +18	+0.2%	+$2K	0.83%	26
2025 Q1	$1.11M	Sell	10,734 -452	-4%	-$51.2K	0.74%	25
2024 Q4	$1.3M	Sell	11,186 -7,130	-39%	-$830K	0.86%	27
2024 Q3	$2.07M	Sell	18,316 -140	-0.8%	-$15.4K	1.48%	16
2024 Q2	$2.09M	Sell	18,456 -6	-0%	-$632	1.59%	14
2024 Q1	$1.92M	Buy	18,462 +1,202	+7%	+$122K	1.48%	14
2023 Q4	$1.66M	Buy	17,260 +402	+2%	+$35.8K	1.4%	14
2023 Q3	$1.38M	Sell	16,858 -824	-5%	-$70.7K	1.34%	16
2023 Q2	$1.54M	Buy	17,682 +36	+0.2%	+$2.84K	1.47%	16
2023 Q1	$1.33M	Buy	17,646 +40	+0.2%	+$2.75K	1.41%	15
2022 Q4	$1.1M	Sell	17,606 -1,212	-6%	-$77K	1.26%	18
2022 Q3	$1.12M	Sell	18,818 -8	-0%	-$546	1.37%	20
2022 Q2	$1.2M	Buy	18,826 +104	+0.6%	+$7.24K	1.39%	19
2022 Q1	$1.49M	Sell	18,722 -566	-3%	-$44.4K	1.48%	18
2021 Q4	$1.68M	Buy	+19,288	New	+$1.59M	1.71%	15

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horizon Family Wealth's XLK Position: Q2 2026 in Review

Horizon Family Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5% in Q2 2026, selling an estimated $92.3K and leaving 10,254 shares worth $1.95M. The position accounts for 0.89% of the portfolio, ranked #30.

Horizon Family Wealth first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q2 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Horizon Family Wealth held 10,254 shares of State Street Technology Select Sector SPDR ETF worth $1.95M as of Q2 2026.
Horizon Family Wealth sold 540 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $92.3K.
State Street Technology Select Sector SPDR ETF made up 0.89% of Horizon Family Wealth's portfolio in Q2 2026, its #30 holding.
Horizon Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Family Wealth's State Street Technology Select Sector SPDR ETF position peaked at $2.09M in Q2 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.