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

KKM Financial’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 Q1	$4.82M	Hold	33,472	–	–	0.86%	49
2025 Q4	$4.82M	Sell	33,472 -1,388	-4%	-$200K	0.86%	49
2025 Q3	$4.91M	Sell	34,860 -3,884	-10%	-$514K	1.55%	19
2025 Q2	$5.02M	Buy	38,744 +1,248	+3%	+$138K	1.75%	11
2025 Q1	$4.01M	Buy	37,496 +346	+0.9%	+$39.2K	1.7%	9
2024 Q4	$4.3M	Buy	37,150 +24,660	+197%	+$2.87M	1.79%	9
2024 Q3	$1.41M	Sell	12,490 -21,674	-63%	-$2.38M	0.7%	52
2024 Q2	$3.51M	Buy	34,164 +1,346	+4%	+$142K	1.66%	12
2024 Q1	$3.42M	Buy	32,818 +25,614	+356%	+$2.59M	1.67%	11
2023 Q4	$693K	Buy	+7,204	New	+$641K	0.44%	64

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KKM Financial's XLK Position: Q1 2026 in Review

KKM Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 33,472 shares worth $4.82M. The position accounts for 0.86% of the portfolio, ranked #49.

KKM Financial first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.02M in Q2 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

KKM Financial held 33,472 shares of State Street Technology Select Sector SPDR ETF worth $4.82M as of Q1 2026.
KKM Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.86% of KKM Financial's portfolio in Q1 2026, its #49 holding.
KKM Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
KKM Financial's State Street Technology Select Sector SPDR ETF position peaked at $5.02M in Q2 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.