L.J. Altfest & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

L.J. Altfest & Co’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	$436K	Sell	2,288 -2	-0.1%	-$342	0.04%	233
2026 Q1	$304K	Sell	2,290 -6	-0.3%	-$845	0.03%	270
2025 Q4	$331K	Sell	2,296 -516	-18%	-$74.5K	0.04%	274
2025 Q3	$396K	Sell	2,812 -36	-1%	-$4.77K	0.04%	251
2025 Q2	$361K	Sell	2,848 -2	-0.1%	-$222	0.04%	261
2025 Q1	$294K	Sell	2,850 -152	-5%	-$17.2K	0.04%	273
2024 Q4	$349K	Sell	3,002 -4	-0.1%	-$465	0.04%	252
2024 Q3	$339K	Buy	3,006 +40	+1%	+$4.39K	0.05%	264
2024 Q2	$335K	Sell	2,966 -768	-21%	-$80.9K	0.05%	245
2024 Q1	$389K	Buy	3,734 +284	+8%	+$28.7K	0.06%	220
2023 Q4	$332K	Hold	3,450	–	–	0.05%	241
2023 Q3	$283K	Buy	3,450 +4	+0.1%	+$343	0.04%	249
2023 Q2	$300K	Sell	3,446 -118	-3%	-$9.3K	0.05%	242
2023 Q1	$269K	Sell	3,564 -80	-2%	-$5.5K	0.04%	235
2022 Q4	$227K	Sell	3,644 -1,240	-25%	-$78.7K	0.04%	235
2022 Q3	$290K	Sell	4,884 -8,636	-64%	-$589K	0.05%	209
2022 Q2	$859K	Buy	13,520 +2,018	+18%	+$141K	0.15%	104
2022 Q1	$914K	Sell	11,502 -19,816	-63%	-$1.56M	0.16%	99
2021 Q4	$2.72M	Buy	31,318 +24,164	+338%	+$1.99M	0.52%	42
2021 Q3	$534K	Buy	7,154 +72	+1%	+$5.55K	0.11%	133
2021 Q2	$523K	Buy	7,082 +300	+4%	+$21K	0.11%	136
2021 Q1	$450K	Buy	6,782 +1,474	+28%	+$97.3K	0.11%	152
2020 Q4	$345K	Buy	5,308 +6	+0.1%	+$365	0.08%	180
2020 Q3	$309K	Buy	5,302 +174	+3%	+$9.83K	0.08%	164
2020 Q2	$268K	Sell	5,128 -430	-8%	-$20.2K	0.08%	174
2020 Q1	$223K	Buy	+5,558	New	+$254K	0.07%	171
2019 Q2	–	Sell	-27,556	Closed	-$1.02M	–	208
2019 Q1	$1.02M	Sell	27,556 -6,078	-18%	-$208K	0.25%	60
2018 Q4	$1.04M	Buy	33,634 +6,994	+26%	+$237K	0.29%	52
2018 Q3	$1M	Buy	26,640 +142	+0.5%	+$5.21K	0.29%	64
2018 Q2	$920K	Buy	+26,498	New	+$909K	0.34%	63

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

L.J. Altfest & Co's XLK Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q2 2026, selling an estimated $342 and leaving 2,288 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #233.

L.J. Altfest & Co first reported a position in XLK in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.72M in Q4 2021. 2,665 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

L.J. Altfest & Co held 2,288 shares of State Street Technology Select Sector SPDR ETF worth $436K as of Q2 2026.
L.J. Altfest & Co sold 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q2 2026, its #233 holding.
L.J. Altfest & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
L.J. Altfest & Co's State Street Technology Select Sector SPDR ETF position peaked at $2.72M in Q4 2021.
2,665 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.