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Legacy Financial Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Financial Strategies’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 		$427K Hold
2,242
– – 0.07% 94
2026
Q1 		$298K Sell
2,242
-48
-2% -$6.76K 0.05% 113
2025
Q4 		$330K Buy
2,290
+48
+2% +$6.93K 0.06% 100
2025
Q3 		$316K Sell
2,242
-194
-8% -$25.7K 0.06% 99
2025
Q2 		$308K Buy
2,436
+104
+4% +$11.5K 0.06% 96
2025
Q1 		$241K Buy
2,332
+148
+7% +$16.8K 0.05% 105
2024
Q4 		$253K Hold
2,184
– – 0.05% 101
2024
Q3 		$247K Sell
2,184
-4
-0.2% -$439 0.05% 101
2024
Q2 		$254K Hold
2,188
– – 0.06% 82
2024
Q1 		$228K Buy
+2,188
New +$221K 0.06% 85
2018
Q3 		– Sell
-13,196
Closed -$458K – 97
2018
Q2 		$458K Sell
13,196
-812
-6% -$27.9K 0.41% 52
2018
Q1 		$458K Sell
14,008
-7,438
-35% -$250K 0.45% 40
2017
Q4 		$686K Buy
+21,446
New +$673K 0.73% 22

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 Strategies's XLK Position: Q2 2026 in Review

Legacy Financial Strategies held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,242 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #94.

Legacy Financial Strategies first reported a position in XLK in Q4 2017 and has held it in 13 quarters since. The position peaked at $686K in Q4 2017. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Financial Strategies held 2,242 shares of State Street Technology Select Sector SPDR ETF worth $427K as of Q2 2026.
  • Legacy Financial Strategies left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Legacy Financial Strategies's portfolio in Q2 2026, its #94 holding.
  • Legacy Financial Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 13 quarters since.
  • Legacy Financial Strategies's State Street Technology Select Sector SPDR ETF position peaked at $686K in Q4 2017.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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