Merit Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.1M | Sell |
142,007
-2,116
| -1% | -$362K | 0.17% | 110 |
|
|
2026
Q1 | $19.2M | Buy |
144,123
+23,733
| +20% | +$3.34M | 0.14% | 124 |
|
|
2025
Q4 | $17.3M | Buy |
120,390
+6,530
| +6% | +$943K | 0.14% | 125 |
|
|
2025
Q3 | $16M | Buy |
113,860
+4,526
| +4% | +$599K | 0.15% | 119 |
|
|
2025
Q2 | $13.8M | Buy |
109,334
+1,658
| +2% | +$184K | 0.15% | 105 |
|
|
2025
Q1 | $11.1M | Buy |
107,676
+1,544
| +1% | +$175K | 0.17% | 102 |
|
|
2024
Q4 | $12.3M | Buy |
106,132
+3,658
| +4% | +$426K | 0.22% | 83 |
|
|
2024
Q3 | $11.6M | Buy |
102,474
+944
| +0.9% | +$104K | 0.26% | 64 |
|
|
2024
Q2 | $11.5M | Sell |
101,530
-1,348
| -1% | -$142K | 0.25% | 71 |
|
|
2024
Q1 | $10.4M | Buy |
102,878
+47,578
| +86% | +$4.81M | 0.25% | 71 |
|
|
2023
Q4 | $5.32M | Sell |
55,300
-42,300
| -43% | -$3.77M | 0.16% | 93 |
|
|
2023
Q3 | $8M | Buy |
97,600
+5,938
| +6% | +$509K | 0.26% | 62 |
|
|
2023
Q2 | $7.97M | Sell |
91,662
-8,090
| -8% | -$638K | 0.26% | 62 |
|
|
2023
Q1 | $7.53M | Buy |
99,752
+13,652
| +16% | +$939K | 0.27% | 63 |
|
|
2022
Q4 | $5.36M | Sell |
86,100
-9,512
| -10% | -$604K | 0.19% | 77 |
|
|
2022
Q3 | $5.68M | Sell |
95,612
-44,398
| -32% | -$3.03M | 0.25% | 54 |
|
|
2022
Q2 | $8.9M | Buy |
140,010
+109,592
| +360% | +$7.63M | 0.28% | 51 |
|
|
2022
Q1 | $2.42M | Buy |
30,418
+27,602
| +980% | +$2.17M | 0.15% | 94 |
|
|
2021
Q4 | $245K | Buy |
+2,816
| New | +$232K | 0.02% | 243 |
|
|
2021
Q1 | – | Sell |
-44,350
| Closed | -$2.88M | – | 244 |
|
|
2020
Q4 | $2.88M | Sell |
44,350
-18,174
| -29% | -$1.11M | 0.28% | 27 |
|
|
2020
Q3 | $3.65M | Sell |
62,524
-16,334
| -21% | -$923K | 0.33% | 22 |
|
|
2020
Q2 | $4.12M | Buy |
78,858
+8,098
| +11% | +$381K | 0.41% | 16 |
|
|
2020
Q1 | $2.84M | Buy |
70,760
+182
| +0.3% | +$8.31K | 0.32% | 22 |
|
|
2019
Q4 | $3.23M | Buy |
70,578
+2,832
| +4% | +$121K | 0.29% | 22 |
|
|
2019
Q3 | $2.73M | Buy |
67,746
+410
| +0.6% | +$16.4K | 0.3% | 22 |
|
|
2019
Q2 | $2.63M | Sell |
67,336
-1,480
| -2% | -$56.4K | 0.31% | 11 |
|
|
2019
Q1 | $2.55M | Buy |
68,816
+23,054
| +50% | +$789K | 0.31% | 15 |
|
|
2018
Q4 | $1.42M | Buy |
45,762
+472
| +1% | +$16K | 0.21% | 23 |
|
|
2018
Q3 | $1.71M | Sell |
45,290
-1,472
| -3% | -$54K | 0.27% | 19 |
|
|
2018
Q2 | $1.62M | Sell |
46,762
-19,118
| -29% | -$656K | 0.29% | 14 |
|
|
2018
Q1 | $2.15M | Sell |
65,880
-16,218
| -20% | -$545K | 0.42% | 11 |
|
|
2017
Q4 | $2.63M | Buy |
+82,098
| New | +$2.57M | 0.56% | 9 |
|
Other funds holding XLK
APTFM
Merit Financial Group's XLK Position: Q2 2026 in Review
Merit Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, selling an estimated $362K and leaving 142,007 shares worth $27.1M. The position accounts for 0.17% of the portfolio, ranked #110.
Merit Financial Group first reported a position in XLK in Q4 2017 and has held it in 32 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Merit Financial Group held 142,007 shares of State Street Technology Select Sector SPDR ETF worth $27.1M as of Q2 2026.
- Merit Financial Group sold 2,116 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $362K.
- State Street Technology Select Sector SPDR ETF made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #110 holding.
- Merit Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
- 2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.