Nalls Sherbakoff Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Nalls Sherbakoff 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	$43.1K	Hold	226	–	–	0.03%	201
2026 Q1	$30K	Sell	226 -800	-78%	-$113K	0.02%	237
2025 Q4	$148K	Hold	1,026	–	–	0.11%	120
2025 Q3	$145K	Hold	1,026	–	–	0.1%	119
2025 Q2	$130K	Hold	1,026	–	–	0.09%	119
2025 Q1	$106K	Buy	+1,026	New	+$116K	0.09%	122
2023 Q4	$98.7K	Hold	1,026	–	–	0.09%	117
2023 Q3	$84.1K	Hold	1,026	–	–	0.08%	122
2023 Q2	$84.3K	Hold	1,026	–	–	0.08%	120
2023 Q1	$76.4K	Buy	+1,026	New	+$70.6K	0.08%	135
2018 Q4	$32K	Buy	+1,026	New	+$34.7K	0.05%	181

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nalls Sherbakoff Group's XLK Position: Q2 2026 in Review

Nalls Sherbakoff Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 226 shares worth $43.1K. The position accounts for 0.03% of the portfolio, ranked #201.

Nalls Sherbakoff Group first reported a position in XLK in Q4 2018 and has held it in 11 quarters since. The position peaked at $148K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Nalls Sherbakoff Group held 226 shares of State Street Technology Select Sector SPDR ETF worth $43.1K as of Q2 2026.
Nalls Sherbakoff 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 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #201 holding.
Nalls Sherbakoff Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's State Street Technology Select Sector SPDR ETF position peaked at $148K in Q4 2025.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.