MEAC
XLK icon

M.E. Allison & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

M.E. Allison & 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 		$2.06M Buy
10,810
+115
+1% +$19.6K 1.19% 19
2026
Q1 		$1.42M Hold
10,695
– – 0.94% 26
2025
Q4 		$1.54M Buy
10,695
+1
+0% +$144 1.05% 27
2025
Q3 		$1.51M Buy
10,694
+316
+3% +$41.9K 1.05% 27
2025
Q2 		$1.31M Buy
10,378
+2,412
+30% +$268K 1.06% 25
2025
Q1 		$822K Buy
7,966
+178
+2% +$20.2K 0.81% 31
2024
Q4 		$905K Buy
+7,788
New +$906K 1% 25

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

M.E. Allison & Co's XLK Position: Q2 2026 in Review

M.E. Allison & Co increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 10,810 shares worth $2.06M. The position accounts for 1.19% of the portfolio, ranked #19.

M.E. Allison & Co first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • M.E. Allison & Co held 10,810 shares of State Street Technology Select Sector SPDR ETF worth $2.06M as of Q2 2026.
  • M.E. Allison & Co bought 115 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
  • State Street Technology Select Sector SPDR ETF made up 1.19% of M.E. Allison & Co's portfolio in Q2 2026, its #19 holding.
  • M.E. Allison & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.