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

Larson Financial Group’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	$20.1M	Buy	105,415 +6,609	+7%	+$1.13M	0.53%	39
2026 Q1	$13.1M	Buy	98,806 +7,681	+8%	+$1.08M	0.42%	51
2025 Q4	$13.1M	Buy	91,125 +3,253	+4%	+$470K	0.44%	51
2025 Q3	$12.4M	Sell	87,872 -4,378	-5%	-$580K	0.43%	55
2025 Q2	$11.7M	Sell	92,250 -3,308	-3%	-$367K	0.47%	45
2025 Q1	$9.87M	Buy	95,558 +3,978	+4%	+$451K	0.47%	53
2024 Q4	$10.6M	Buy	91,580 +8,854	+11%	+$1.03M	0.55%	41
2024 Q3	$9.34M	Buy	82,726 +46,620	+129%	+$5.12M	0.53%	43
2024 Q2	$4.08M	Buy	36,106 +15,548	+76%	+$1.64M	0.28%	68
2024 Q1	$2.14M	Buy	20,558 +2,394	+13%	+$242K	0.17%	113
2023 Q4	$1.75M	Buy	18,164 +1,188	+7%	+$106K	0.15%	121
2023 Q3	$1.39M	Sell	16,976 -834	-5%	-$71.5K	0.14%	139
2023 Q2	$1.55M	Sell	17,810 -2,082	-10%	-$164K	0.15%	123
2023 Q1	$1.5M	Buy	19,892 +880	+5%	+$60.6K	0.16%	128
2022 Q4	$1.18M	Sell	19,012 -18,346	-49%	-$1.17M	0.14%	141
2022 Q3	$2.22M	Buy	37,358 +36,740	+5,945%	+$2.51M	0.32%	55
2022 Q2	$39K	Buy	618 +176	+40%	+$12.3K	0.01%	420
2022 Q1	$35K	Buy	442 +214	+94%	+$16.8K	0.01%	435
2021 Q4	$20K	Hold	228	–	–	﹤0.01%	545
2021 Q3	$17K	Hold	228	–	–	﹤0.01%	501
2021 Q2	$17K	Hold	228	–	–	﹤0.01%	472
2021 Q1	$15K	Buy	228 +36	+19%	+$2.38K	﹤0.01%	467
2020 Q4	$12K	Buy	192 +156	+433%	+$9.5K	﹤0.01%	471
2020 Q3	$2K	Buy	+36	New	+$2.03K	﹤0.01%	621

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Larson Financial Group's XLK Position: Q2 2026 in Review

Larson Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.7% in Q2 2026, buying an estimated $1.13M and bringing the position to 105,415 shares worth $20.1M. The position accounts for 0.53% of the portfolio, ranked #39.

Larson Financial Group first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Larson Financial Group held 105,415 shares of State Street Technology Select Sector SPDR ETF worth $20.1M as of Q2 2026.
Larson Financial Group bought 6,609 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.13M.
State Street Technology Select Sector SPDR ETF made up 0.53% of Larson Financial Group's portfolio in Q2 2026, its #39 holding.
Larson Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.