Mogy Joel R Investment Counsel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mogy Joel R Investment Counsel’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	$349K	Hold	1,832	–	–	0.02%	88
2026 Q1	$244K	Hold	1,832	–	–	0.02%	91
2025 Q4	$264K	Hold	1,832	–	–	0.01%	90
2025 Q3	$258K	Hold	1,832	–	–	0.01%	92
2025 Q2	$232K	Buy	+1,832	New	+$203K	0.01%	93
2025 Q1	–	Sell	-2,412	Closed	-$280K	–	112
2024 Q4	$280K	Hold	2,412	–	–	0.02%	92
2024 Q3	$272K	Sell	2,412 -120	-5%	-$13.2K	0.02%	92
2024 Q2	$286K	Sell	2,532 -86	-3%	-$9.05K	0.02%	89
2024 Q1	$273K	Buy	+2,618	New	+$265K	0.02%	92

Other funds holding XLK

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Mogy Joel R Investment Counsel's XLK Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,832 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #88.

Mogy Joel R Investment Counsel first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Mogy Joel R Investment Counsel held 1,832 shares of State Street Technology Select Sector SPDR ETF worth $349K as of Q2 2026.
Mogy Joel R Investment Counsel left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #88 holding.
Mogy Joel R Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.