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Matrix Asset Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Matrix Asset Advisors’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 		$441K Hold
2,316
– – 0.04% 78
2026
Q1 		$308K Hold
2,316
– – 0.03% 89
2025
Q4 		$333K Hold
2,316
– – 0.03% 87
2025
Q3 		$326K Buy
2,316
+16
+0.7% +$2.12K 0.03% 89
2025
Q2 		$291K Hold
2,300
– – 0.03% 90
2025
Q1 		$237K Sell
2,300
-60
-3% -$6.8K 0.03% 97
2024
Q4 		$274K Hold
2,360
– – 0.03% 94
2024
Q3 		$266K Hold
2,360
– – 0.03% 92
2024
Q2 		$267K Sell
2,360
-100
-4% -$10.5K 0.03% 82
2024
Q1 		$256K Hold
2,460
– – 0.03% 85
2023
Q4 		$237K Sell
2,460
-60
-2% -$5.34K 0.03% 88
2023
Q3 		$207K Sell
2,520
-414
-14% -$35.5K 0.03% 87
2023
Q2 		$255K Hold
2,934
– – 0.04% 85
2023
Q1 		$222K Buy
+2,934
New +$202K 0.03% 84

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

Matrix Asset Advisors's XLK Position: Q2 2026 in Review

Matrix Asset Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,316 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #78.

Matrix Asset Advisors first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Matrix Asset Advisors held 2,316 shares of State Street Technology Select Sector SPDR ETF worth $441K as of Q2 2026.
  • Matrix Asset Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Matrix Asset Advisors's portfolio in Q2 2026, its #78 holding.
  • Matrix Asset Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.