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

Nadler Financial Group’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	$1.77M	Hold	9,297	–	–	0.15%	48
2026 Q1	$1.24M	Buy	9,297 +30	+0.3%	+$4.23K	0.12%	54
2025 Q4	$1.33M	Sell	9,267 -855	-8%	-$123K	0.12%	48
2025 Q3	$1.43M	Buy	10,122 +110	+1%	+$14.6K	0.14%	48
2025 Q2	$1.27M	Buy	10,012 +700	+8%	+$77.7K	0.13%	46
2025 Q1	$961K	Buy	9,312 +1,540	+20%	+$175K	0.11%	50
2024 Q4	$904K	Hold	7,772	–	–	0.1%	50
2024 Q3	$877K	Buy	7,772 +5,122	+193%	+$562K	0.1%	49
2024 Q2	$300K	Hold	2,650	–	–	0.04%	83
2024 Q1	$276K	Hold	2,650	–	–	0.03%	88
2023 Q4	$255K	Hold	2,650	–	–	0.03%	89
2023 Q3	$217K	Hold	2,650	–	–	0.03%	97
2023 Q2	$230K	Hold	2,650	–	–	0.03%	99
2023 Q1	$200K	Buy	+2,650	New	+$182K	0.03%	110
2022 Q2	–	Sell	-2,610	Closed	-$207K	–	124
2022 Q1	$207K	Sell	2,610 -1,202	-32%	-$94.4K	0.03%	116
2021 Q4	$331K	Hold	3,812	–	–	0.05%	90
2021 Q3	$285K	Hold	3,812	–	–	0.05%	92
2021 Q2	$281K	Hold	3,812	–	–	0.05%	100
2021 Q1	$253K	Hold	3,812	–	–	0.05%	101
2020 Q4	$248K	Buy	3,812 +2	+0.1%	+$122	0.05%	95
2020 Q3	$222K	Buy	+3,810	New	+$215K	0.05%	91

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

HIIFS

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Nadler Financial Group's XLK Position: Q2 2026 in Review

Nadler Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 9,297 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #48.

Nadler Financial Group first reported a position in XLK in Q3 2020 and has held it in 21 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Nadler Financial Group held 9,297 shares of State Street Technology Select Sector SPDR ETF worth $1.77M as of Q2 2026.
Nadler Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of Nadler Financial Group's portfolio in Q2 2026, its #48 holding.
Nadler Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.