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

Independent 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	$49.5M	Buy	259,558 +37,951	+17%	+$6.48M	0.92%	13
2026 Q1	$29.5M	Buy	221,607 +5,599	+3%	+$789K	0.66%	20
2025 Q4	$31.1M	Buy	216,008 +758	+0.4%	+$109K	0.69%	18
2025 Q3	$30.3M	Buy	215,250 +10,680	+5%	+$1.41M	0.73%	17
2025 Q2	$25.9M	Buy	204,570 +11,822	+6%	+$1.31M	0.71%	17
2025 Q1	$19.9M	Buy	192,748 +11,798	+7%	+$1.34M	0.68%	19
2024 Q4	$21M	Buy	180,950 +710	+0.4%	+$82.6K	0.7%	17
2024 Q3	$20.3M	Buy	180,240 +22,578	+14%	+$2.48M	0.75%	17
2024 Q2	$17.8M	Sell	157,662 -534	-0.3%	-$56.2K	0.71%	17
2024 Q1	$16.5M	Buy	158,196 +6,182	+4%	+$625K	0.76%	19
2023 Q4	$14.6M	Buy	152,014 +6,222	+4%	+$554K	0.78%	17
2023 Q3	$11.9M	Buy	145,792 +26,884	+23%	+$2.31M	0.78%	15
2023 Q2	$10.3M	Buy	118,908 +32,124	+37%	+$2.53M	0.71%	16
2023 Q1	$6.55M	Buy	86,784 +16,948	+24%	+$1.17M	0.52%	27
2022 Q4	$4.35M	Buy	69,836 +1,128	+2%	+$71.6K	0.37%	43
2022 Q3	$4.08M	Buy	68,708 +15,878	+30%	+$1.08M	0.37%	46
2022 Q2	$3.36M	Sell	52,830 -9,906	-16%	-$690K	0.36%	53
2022 Q1	$4.99M	Buy	62,736 +1,500	+2%	+$118K	0.41%	36
2021 Q4	$5.32M	Buy	61,236 +8,444	+16%	+$695K	0.44%	32
2021 Q3	$3.94M	Buy	52,792 +3,286	+7%	+$254K	0.4%	43
2021 Q2	$3.66M	Buy	49,506 +1,238	+3%	+$86.7K	0.39%	49
2021 Q1	$3.21M	Buy	48,268 +1,636	+4%	+$108K	0.41%	47
2020 Q4	$3.03M	Sell	46,632 -1,182	-2%	-$72K	0.45%	39
2020 Q3	$2.79M	Buy	47,814 +10,026	+27%	+$566K	0.52%	31
2020 Q2	$1.97M	Buy	37,788 +7,792	+26%	+$367K	0.43%	47
2020 Q1	$1.21M	Buy	+29,996	New	+$1.37M	0.35%	68

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Independent Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $6.48M and bringing the position to 259,558 shares worth $49.5M. The position accounts for 0.92% of the portfolio, ranked #13.

Independent Financial Group first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. 2,563 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Independent Financial Group held 259,558 shares of State Street Technology Select Sector SPDR ETF worth $49.5M as of Q2 2026.
Independent Financial Group bought 37,951 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.48M.
State Street Technology Select Sector SPDR ETF made up 0.92% of Independent Financial Group's portfolio in Q2 2026, its #13 holding.
Independent Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
2,563 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.