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Legacy Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Advisory Services’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 		$286K Buy
+1,502
New +$257K 0.2% 45
2026
Q1 		– Sell
-1,502
Closed -$216K – 64
2025
Q4 		$216K Hold
1,502
– – 0.16% 49
2025
Q3 		$212K Buy
+1,502
New +$199K 0.16% 47

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Advisory Services's XLK Position: Q2 2026 in Review

Legacy Advisory Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,502 shares worth $286K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings. This is a return to the name: Legacy Advisory Services previously reported a position in XLK as recently as Q4 2025.

Legacy Advisory Services first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Advisory Services held 1,502 shares of State Street Technology Select Sector SPDR ETF worth $286K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Legacy Advisory Services position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of Legacy Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Legacy Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.