Howard Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Howard Financial Services’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	$668K	Hold	3,507	–	–	0.07%	123
2026 Q1	$466K	Hold	3,507	–	–	0.05%	135
2025 Q4	$505K	Buy	3,507 +685	+24%	+$98.9K	0.06%	115
2025 Q3	$398K	Buy	2,822 +2	+0.1%	+$265	0.05%	128
2025 Q2	$357K	Hold	2,820	–	–	0.05%	130
2025 Q1	$291K	Sell	2,820 -318	-10%	-$36.1K	0.04%	142
2024 Q4	$365K	Buy	3,138 +140	+5%	+$16.3K	0.05%	126
2024 Q3	$338K	Hold	2,998	–	–	0.05%	116
2024 Q2	$339K	Hold	2,998	–	–	0.06%	112
2024 Q1	$312K	Hold	2,998	–	–	0.05%	120
2023 Q4	$289K	Buy	2,998 +98	+3%	+$8.72K	0.06%	121
2023 Q3	$238K	Buy	2,900 +500	+21%	+$42.9K	0.05%	128
2023 Q2	$209K	Buy	+2,400	New	+$189K	0.05%	130
2022 Q1	–	Sell	-2,400	Closed	-$209K	–	152
2021 Q4	$209K	Buy	+2,400	New	+$198K	0.06%	124

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Howard Financial Services's XLK Position: Q2 2026 in Review

Howard Financial Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,507 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #123.

Howard Financial Services first reported a position in XLK in Q4 2021 and has held it in 14 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Howard Financial Services held 3,507 shares of State Street Technology Select Sector SPDR ETF worth $668K as of Q2 2026.
Howard Financial Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Howard Financial Services's portfolio in Q2 2026, its #123 holding.
Howard Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.