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Legacy Financial Group (Oklahoma)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$564K Sell
2,959
-133
-4% -$22.7K 0.13% 51
2026
Q1 		$411K Sell
3,092
-69
-2% -$9.72K 0.11% 57
2025
Q4 		$455K Sell
3,161
-175
-5% -$25.3K 0.12% 55
2025
Q3 		$470K Sell
3,336
-48
-1% -$6.36K 0.13% 53
2025
Q2 		$428K Sell
3,384
-316
-9% -$35.1K 0.13% 51
2025
Q1 		$382K Sell
3,700
-1,102
-23% -$125K 0.12% 57
2024
Q4 		$558K Buy
4,802
+2,122
+79% +$247K 0.18% 44
2024
Q3 		$298K Sell
2,680
-30
-1% -$3.29K 0.1% 63
2024
Q2 		$307K Sell
2,710
-16
-0.6% -$1.69K 0.12% 55
2024
Q1 		$284K Hold
2,726
– – 0.11% 57
2023
Q4 		$262K Hold
2,726
– – 0.11% 56
2023
Q3 		$223K Hold
2,726
– – 0.11% 64
2023
Q2 		$237K Hold
2,726
– – 0.12% 62
2023
Q1 		$206K Buy
+2,726
New +$188K 0.11% 61

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

Legacy Financial Group (Oklahoma)'s XLK Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q2 2026, selling an estimated $22.7K and leaving 2,959 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #51.

Legacy Financial Group (Oklahoma) first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 2,959 shares of State Street Technology Select Sector SPDR ETF worth $564K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 133 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $22.7K.
  • State Street Technology Select Sector SPDR ETF made up 0.13% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #51 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.