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

Meridian Financial’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	$1.01M	Buy	5,281 +350	+7%	+$59.8K	0.48%	49
2026 Q1	$655K	Buy	4,931 +70	+1%	+$9.86K	0.36%	56
2025 Q4	$700K	Buy	4,861 +149	+3%	+$21.5K	0.38%	55
2025 Q3	$664K	Buy	4,712 +22	+0.5%	+$2.91K	0.37%	54
2025 Q2	$594K	Buy	4,690 +292	+7%	+$32.4K	0.38%	54
2025 Q1	$454K	Sell	4,398 -70	-2%	-$7.94K	0.32%	60
2024 Q4	$519K	Sell	4,468 -250	-5%	-$29.1K	0.36%	55
2024 Q3	$533K	Hold	4,718	–	–	0.36%	56
2024 Q2	$534K	Hold	4,718	–	–	0.39%	54
2024 Q1	$491K	Sell	4,718 -240	-5%	-$24.3K	0.37%	54
2023 Q4	$477K	Sell	4,958 -200	-4%	-$17.8K	0.38%	53
2023 Q3	$423K	Sell	5,158 -300	-5%	-$25.7K	0.39%	51
2023 Q2	$474K	Hold	5,458	–	–	0.43%	48
2023 Q1	$412K	Buy	5,458 +200	+4%	+$13.8K	0.4%	52
2022 Q4	$327K	Sell	5,258 -650	-11%	-$41.3K	0.34%	57
2022 Q3	$351K	Buy	5,908 +400	+7%	+$27.3K	0.41%	50
2022 Q2	$350K	Sell	5,508 -100	-2%	-$6.97K	0.39%	56
2022 Q1	$446K	Hold	5,608	–	–	0.46%	46
2021 Q4	$488K	Buy	+5,608	New	+$462K	0.46%	46

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

Meridian Financial's XLK Position: Q2 2026 in Review

Meridian Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.1% in Q2 2026, buying an estimated $59.8K and bringing the position to 5,281 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #49.

Meridian Financial first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Meridian Financial held 5,281 shares of State Street Technology Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Meridian Financial bought 350 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $59.8K.
State Street Technology Select Sector SPDR ETF made up 0.48% of Meridian Financial's portfolio in Q2 2026, its #49 holding.
Meridian Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.