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

Opulen 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	$579K	Buy	3,038 +4	+0.1%	+$683	0.36%	60
2026 Q1	$403K	Buy	3,034 +53	+2%	+$7.47K	0.28%	70
2025 Q4	$429K	Buy	2,981 +171	+6%	+$24.7K	0.31%	64
2025 Q3	$396K	Buy	2,810 +4	+0.1%	+$530	0.3%	66
2025 Q2	$355K	Sell	2,806 -172	-6%	-$19.1K	0.29%	67
2025 Q1	$307K	Buy	2,978 +46	+2%	+$5.21K	0.28%	70
2024 Q4	$341K	Buy	+2,932	New	+$341K	0.31%	64

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Opulen Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q2 2026, buying an estimated $683 and bringing the position to 3,038 shares worth $579K. The position accounts for 0.36% of the portfolio, ranked #60.

Opulen Financial Group first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Opulen Financial Group held 3,038 shares of State Street Technology Select Sector SPDR ETF worth $579K as of Q2 2026.
Opulen Financial Group bought 4 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $683.
State Street Technology Select Sector SPDR ETF made up 0.36% of Opulen Financial Group's portfolio in Q2 2026, its #60 holding.
Opulen Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.