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Koss-Olinger Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Koss-Olinger Consulting’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 		$3.37M Sell
17,688
-1,831
-9% -$313K 0.26% 26
2026
Q1 		$2.59M Sell
19,519
-3,480
-15% -$490K 0.22% 46
2025
Q4 		$3.31M Sell
22,999
-205
-0.9% -$29.6K 0.26% 38
2025
Q3 		$2.94M Hold
23,204
– – 0.24% 48
2025
Q2 		$2.94M Sell
23,204
-5,134
-18% -$570K 0.24% 48
2025
Q1 		$2.93M Buy
28,338
+406
+1% +$46K 0.25% 45
2024
Q4 		$3.25M Sell
27,932
-1,106
-4% -$129K 0.28% 45
2024
Q3 		$3.28M Sell
29,038
-3,090
-10% -$339K 0.28% 43
2024
Q2 		$3.63M Buy
+32,128
New +$3.38M 0.34% 36
2024
Q1 		– Sell
-29,982
Closed -$2.89M – 325
2023
Q4 		$2.89M Buy
29,982
+2,130
+8% +$190K 0.28% 38
2023
Q3 		$2.28M Buy
27,852
+4,240
+18% +$364K 0.34% 39
2023
Q2 		$2.05M Buy
23,612
+432
+2% +$34.1K 0.24% 43
2023
Q1 		$1.75M Buy
23,180
+1,248
+6% +$85.9K 0.22% 52
2022
Q4 		$1.36M Sell
21,932
-124
-0.6% -$7.88K 0.2% 59
2022
Q3 		$1.31M Buy
22,056
+1,052
+5% +$71.8K 0.22% 38
2022
Q2 		$1.33M Buy
21,004
+3,838
+22% +$267K 0.24% 35
2022
Q1 		$1.36M Buy
17,166
+5,302
+45% +$416K 0.22% 39
2021
Q4 		$1.03M Buy
11,864
+1,024
+9% +$84.3K 0.16% 53
2021
Q3 		$809K Buy
10,840
+1,210
+13% +$93.4K 0.13% 75
2021
Q2 		$711K Sell
9,630
-662
-6% -$46.4K 0.11% 108
2021
Q1 		$683K Buy
+10,292
New +$679K 0.12% 103

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koss-Olinger Consulting's XLK Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.4% in Q2 2026, selling an estimated $313K and leaving 17,688 shares worth $3.37M. The position accounts for 0.26% of the portfolio, ranked #26.

Koss-Olinger Consulting first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.63M in Q2 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Koss-Olinger Consulting held 17,688 shares of State Street Technology Select Sector SPDR ETF worth $3.37M as of Q2 2026.
  • Koss-Olinger Consulting sold 1,831 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $313K.
  • State Street Technology Select Sector SPDR ETF made up 0.26% of Koss-Olinger Consulting's portfolio in Q2 2026, its #26 holding.
  • Koss-Olinger Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's State Street Technology Select Sector SPDR ETF position peaked at $3.63M in Q2 2024.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.