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

Magnus 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	$4.87M	Buy	25,576 +235	+0.9%	+$40.2K	0.34%	60
2026 Q1	$3.37M	Sell	25,341 -14,293	-36%	-$2.01M	0.27%	70
2025 Q4	$5.71M	Buy	39,634 +6,984	+21%	+$1.01M	0.44%	57
2025 Q3	$4.6M	Buy	32,650 +3,086	+10%	+$409K	0.36%	64
2025 Q2	$3.74M	Buy	29,564 +444	+2%	+$49.3K	0.33%	68
2025 Q1	$3.01M	Sell	29,120 -4,158	-12%	-$471K	0.29%	70
2024 Q4	$3.87M	Buy	33,278 +3,176	+11%	+$370K	0.37%	59
2024 Q3	$3.4M	Buy	30,102 +128	+0.4%	+$14.1K	0.35%	56
2024 Q2	$3.39M	Buy	29,974 +1,908	+7%	+$201K	0.38%	57
2024 Q1	$2.92M	Buy	28,066 +1,856	+7%	+$188K	0.35%	56
2023 Q4	$2.52M	Sell	26,210 -3,428	-12%	-$305K	0.33%	55
2023 Q3	$2.43M	Buy	29,638 +1,996	+7%	+$171K	0.35%	50
2023 Q2	$2.4M	Sell	27,642 -1,102	-4%	-$86.9K	0.34%	51
2023 Q1	$2.17M	Buy	28,744 +4,004	+16%	+$276K	0.33%	53
2022 Q4	$1.54M	Sell	24,740 -3,892	-14%	-$247K	0.25%	74
2022 Q3	$1.7M	Buy	28,632 +2,244	+9%	+$153K	0.32%	60
2022 Q2	$1.68M	Sell	26,388 -6,274	-19%	-$437K	0.31%	60
2022 Q1	$2.6M	Sell	32,662 -17,898	-35%	-$1.41M	0.43%	41
2021 Q4	$4.39M	Buy	50,560 +6,616	+15%	+$545K	0.84%	24
2021 Q3	$3.28M	Sell	43,944 -12,358	-22%	-$953K	0.69%	28
2021 Q2	$4.16M	Buy	56,302 +29,520	+110%	+$2.07M	0.91%	21
2021 Q1	$1.78M	Sell	26,782 -13,582	-34%	-$897K	0.43%	36
2020 Q4	$2.62M	Sell	40,364 -11,580	-22%	-$705K	0.26%	36
2020 Q3	$3.03M	Sell	51,944 -4,838	-9%	-$273K	0.35%	27
2020 Q2	$2.97M	Buy	56,782 +6,798	+14%	+$320K	0.33%	27
2020 Q1	$2.01M	Buy	49,984 +2,930	+6%	+$134K	0.27%	38
2019 Q4	$2.16M	Buy	47,054 +2,350	+5%	+$101K	0.31%	43
2019 Q3	$1.8M	Sell	44,704 -1,968	-4%	-$78.7K	0.34%	40
2019 Q2	$1.82M	Buy	46,672 +3,908	+9%	+$149K	0.35%	37
2019 Q1	$1.58M	Buy	42,764 +5,938	+16%	+$203K	0.32%	39
2018 Q4	$1.14M	Buy	+36,826	New	+$1.25M	0.3%	44

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Magnus Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.93% in Q2 2026, buying an estimated $40.2K and bringing the position to 25,576 shares worth $4.87M. The position accounts for 0.34% of the portfolio, ranked #60.

Magnus Financial Group first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.71M in Q4 2025. 897 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Magnus Financial Group held 25,576 shares of State Street Technology Select Sector SPDR ETF worth $4.87M as of Q2 2026.
Magnus Financial Group bought 235 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2K.
State Street Technology Select Sector SPDR ETF made up 0.34% of Magnus Financial Group's portfolio in Q2 2026, its #60 holding.
Magnus Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $5.71M in Q4 2025.
897 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.