KFG Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

KFG Wealth Management’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	$661K	Buy	3,467 +14	+0.4%	+$2.39K	0.07%	115
2026 Q1	$459K	Hold	3,453	–	–	0.06%	143
2025 Q4	$497K	Sell	3,453 -95	-3%	-$13.7K	0.07%	139
2025 Q3	$500K	Hold	3,548	–	–	0.07%	130
2025 Q2	$449K	Buy	3,548 +6	+0.2%	+$666	0.07%	132
2025 Q1	$366K	Hold	3,542	–	–	0.07%	135
2024 Q4	$412K	Sell	3,542 -12	-0.3%	-$1.4K	0.08%	120
2024 Q3	$401K	Sell	3,554 -102	-3%	-$11.2K	0.09%	123
2024 Q2	$414K	Hold	3,656	–	–	0.16%	104
2024 Q1	$381K	Buy	3,656 +162	+5%	+$16.4K	0.16%	107
2023 Q4	$336K	Hold	3,494	–	–	0.15%	99
2023 Q3	$286K	Hold	3,494	–	–	0.16%	101
2023 Q2	$304K	Hold	3,494	–	–	0.18%	88
2023 Q1	$261K	Hold	3,494	–	–	0.18%	70
2022 Q4	$217K	Buy	+3,494	New	+$222K	0.22%	70

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

KFG Wealth Management's XLK Position: Q2 2026 in Review

KFG Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.41% in Q2 2026, buying an estimated $2.39K and bringing the position to 3,467 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #115.

KFG Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

KFG Wealth Management held 3,467 shares of State Street Technology Select Sector SPDR ETF worth $661K as of Q2 2026.
KFG Wealth Management bought 14 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.39K.
State Street Technology Select Sector SPDR ETF made up 0.07% of KFG Wealth Management's portfolio in Q2 2026, its #115 holding.
KFG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.