Novak & Powell Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Novak & Powell Financial Services’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	$578K	Hold	3,031	–	–	0.27%	75
2026 Q1	$403K	Buy	3,031 +906	+43%	+$128K	0.22%	97
2025 Q4	$306K	Sell	2,125 -201	-9%	-$29K	0.16%	120
2025 Q3	$328K	Hold	2,326	–	–	0.17%	113
2025 Q2	$295K	Sell	2,326 -906	-28%	-$101K	0.2%	105
2025 Q1	$334K	Buy	3,232 +906	+39%	+$103K	0.21%	100
2024 Q4	$271K	Sell	2,326 -170	-7%	-$19.8K	0.16%	114
2024 Q3	$282K	Hold	2,496	–	–	0.16%	115
2024 Q2	$282K	Buy	2,496 +28	+1%	+$2.95K	0.18%	109
2024 Q1	$257K	Hold	2,468	–	–	0.19%	110
2023 Q4	$237K	Buy	+2,468	New	+$220K	0.16%	116

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

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

Novak & Powell Financial Services's XLK Position: Q2 2026 in Review

Novak & Powell Financial Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,031 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #75.

Novak & Powell Financial Services first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Novak & Powell Financial Services held 3,031 shares of State Street Technology Select Sector SPDR ETF worth $578K as of Q2 2026.
Novak & Powell Financial Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.27% of Novak & Powell Financial Services's portfolio in Q2 2026, its #75 holding.
Novak & Powell Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.