KFS
XLK icon

Kaizen Financial Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kaizen Financial 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 		$2.63M Buy
14,195
+504
+4% +$86.1K 0.86% 25
2026
Q1 		$2.08M Buy
13,691
+1
+0% +$141 0.88% 22
2025
Q4 		$1.97M Sell
13,690
-742
-5% -$107K 0.87% 21
2025
Q3 		$2.09M Buy
14,432
+238
+2% +$31.5K 0.94% 21
2025
Q2 		$1.8M Sell
14,194
-396
-3% -$43.9K 0.91% 21
2025
Q1 		$1.51M Buy
14,590
+3,202
+28% +$363K 0.87% 25
2024
Q4 		$1.32M Sell
11,388
-604
-5% -$70.3K 0.75% 25
2024
Q3 		$1.35M Sell
11,992
-404
-3% -$44.3K 0.79% 24
2024
Q2 		$1.3M Buy
12,396
+4
+0% +$421 0.81% 24
2024
Q1 		$1.29M Sell
12,392
-526
-4% -$53.2K 0.88% 23
2023
Q4 		$1.24M Sell
12,918
-1,000
-7% -$89K 0.94% 22
2023
Q3 		$1.14M Sell
13,918
-166
-1% -$14.2K 0.96% 22
2023
Q2 		$1.23M Buy
14,084
+1,808
+15% +$143K 1.05% 21
2023
Q1 		$927K Sell
12,276
-1,436
-10% -$98.8K 0.91% 25
2022
Q4 		$895K Sell
13,712
-1,274
-9% -$80.9K 0.88% 33
2022
Q3 		$890K Sell
14,986
-34
-0.2% -$2.32K 0.9% 32
2022
Q2 		$955K Sell
15,020
-544
-3% -$37.9K 0.94% 32
2022
Q1 		$1.24M Sell
15,564
-314
-2% -$24.6K 0.97% 30
2021
Q4 		$1.38M Buy
15,878
+580
+4% +$47.8K 1.03% 27
2021
Q3 		$1.14M Buy
+15,298
New +$1.18M 0.92% 26
2021
Q1 		$1.01M Sell
15,256
-2,954
-16% -$195K 0.97% 33
2020
Q4 		$1.18M Buy
+18,210
New +$1.11M 1.32% 13

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Kaizen Financial Strategies's XLK Position: Q2 2026 in Review

Kaizen Financial Strategies increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, buying an estimated $86.1K and bringing the position to 14,195 shares worth $2.63M. The position accounts for 0.86% of the portfolio, ranked #25.

Kaizen Financial Strategies first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Kaizen Financial Strategies held 14,195 shares of State Street Technology Select Sector SPDR ETF worth $2.63M as of Q2 2026.
  • Kaizen Financial Strategies bought 504 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $86.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.86% of Kaizen Financial Strategies's portfolio in Q2 2026, its #25 holding.
  • Kaizen Financial Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.