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

Marshall Financial Group (Maryland)’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	$435K	Hold	2,284	–	–	0.06%	224
2026 Q1	$304K	Hold	2,284	–	–	0.05%	246
2025 Q4	$329K	Hold	2,284	–	–	0.06%	233
2025 Q3	$322K	Hold	2,284	–	–	0.06%	207
2025 Q2	$291K	Hold	2,284	–	–	0.06%	211
2025 Q1	$236K	Hold	2,284	–	–	0.05%	213
2024 Q4	$266K	Hold	2,284	–	–	0.06%	193
2024 Q3	$258K	Hold	2,284	–	–	0.06%	191
2024 Q2	$258K	Sell	2,284 -24	-1%	-$2.53K	0.07%	151
2024 Q1	$240K	Hold	2,308	–	–	0.07%	160
2023 Q4	$222K	Buy	+2,308	New	+$205K	0.07%	166
2023 Q3	–	Sell	-2,308	Closed	-$201K	–	177
2023 Q2	$201K	Buy	+2,308	New	+$182K	0.07%	170
2022 Q4	–	Sell	-3,368	Closed	-$200K	–	200
2022 Q3	$200K	Sell	3,368 -88	-3%	-$6.01K	0.08%	171
2022 Q2	$220K	Sell	3,456 -192	-5%	-$13.4K	0.09%	171
2022 Q1	$290K	Buy	3,648 +40	+1%	+$3.14K	0.12%	175
2021 Q4	$314K	Sell	3,608 -1,218	-25%	-$100K	0.12%	175
2021 Q3	$360K	Sell	4,826 -412	-8%	-$31.8K	0.19%	136
2021 Q2	$387K	Hold	5,238	–	–	0.21%	132
2021 Q1	$348K	Buy	+5,238	New	+$346K	0.21%	107

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Financial Group (Maryland)'s XLK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,284 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #224.

Marshall Financial Group (Maryland) first reported a position in XLK in Q1 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Marshall Financial Group (Maryland) held 2,284 shares of State Street Technology Select Sector SPDR ETF worth $435K as of Q2 2026.
Marshall Financial Group (Maryland) left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #224 holding.
Marshall Financial Group (Maryland) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.