OneAscent Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$829K Sell
4,351
-467
-10% -$79.8K 0.42% 55
2026
Q1
$640K Sell
4,818
-319
-6% -$45K 0.45% 52
2025
Q4
$740K Sell
5,137
-347
-6% -$50.1K 0.5% 50
2025
Q3
$773K Buy
5,484
+920
+20% +$122K 0.63% 43
2025
Q2
$578K Buy
4,564
+88
+2% +$9.77K 0.55% 44
2025
Q1
$465K Buy
+4,476
New +$507K 0.43% 70

Other funds holding XLK

OneAscent Family Office's XLK Position: Q2 2026 in Review

OneAscent Family Office reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.7% in Q2 2026, selling an estimated $79.8K and leaving 4,351 shares worth $829K. The position accounts for 0.42% of the portfolio, ranked #55.

OneAscent Family Office first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • OneAscent Family Office held 4,351 shares of State Street Technology Select Sector SPDR ETF worth $829K as of Q2 2026.
  • OneAscent Family Office sold 467 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $79.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.42% of OneAscent Family Office's portfolio in Q2 2026, its #55 holding.
  • OneAscent Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.