Okabena Investment Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Okabena Investment 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	$9.68M	Buy	50,798 +1,039	+2%	+$178K	1.73%	19
2026 Q1	$6.61M	Buy	49,759 +1,269	+3%	+$179K	1.27%	22
2025 Q4	$6.98M	Buy	48,490 +1,064	+2%	+$154K	1.33%	21
2025 Q3	$6.68M	Buy	47,426 +1,066	+2%	+$141K	1.3%	19
2025 Q2	$5.87M	Buy	46,360 +1,156	+3%	+$128K	1.3%	19
2025 Q1	$4.67M	Buy	45,204 +386	+0.9%	+$43.8K	1.17%	21
2024 Q4	$5.21M	Buy	44,818 +3,592	+9%	+$418K	1.45%	18
2024 Q3	$4.65M	Hold	41,226	–	–	1.31%	19
2024 Q2	$4.66M	Buy	41,226 +272	+0.7%	+$28.6K	1.48%	19
2024 Q1	$4.26M	Hold	40,954	–	–	1.42%	19
2023 Q4	$3.94M	Buy	+40,954	New	+$3.65M	1.53%	18
2023 Q2	–	Sell	-346	Closed	-$26.1K	–	253
2023 Q1	$26.1K	Buy	346 +228	+193%	+$15.7K	0.02%	80
2022 Q4	$1.25K	Buy	+118	New	+$7.49K	﹤0.01%	208

Other funds holding XLK

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Okabena Investment Services's XLK Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q2 2026, buying an estimated $178K and bringing the position to 50,798 shares worth $9.68M. The position accounts for 1.73% of the portfolio, ranked #19.

Okabena Investment Services first reported a position in XLK in Q4 2022 and has held it in 13 quarters since. 2,192 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Okabena Investment Services held 50,798 shares of State Street Technology Select Sector SPDR ETF worth $9.68M as of Q2 2026.
Okabena Investment Services bought 1,039 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
State Street Technology Select Sector SPDR ETF made up 1.73% of Okabena Investment Services's portfolio in Q2 2026, its #19 holding.
Okabena Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
2,192 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.