Pacific Sun Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pacific Sun Financial’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 Q1	$5.46M	Buy	41,063 +1,830	+5%	+$258K	2.64%	4
2025 Q4	$5.65M	Sell	39,233 -3	-0%	-$433	2.72%	4
2025 Q3	$5.53M	Buy	39,236 +210	+0.5%	+$27.8K	2.67%	4
2025 Q2	$4.94M	Buy	39,026 +642	+2%	+$71.2K	2.58%	4
2025 Q1	$3.96M	Buy	38,384 +1,296	+3%	+$147K	2.25%	5
2024 Q4	$4.31M	Buy	37,088 +492	+1%	+$57.2K	2.35%	5
2024 Q3	$4.13M	Buy	36,596 +442	+1%	+$48.5K	2.28%	5
2024 Q2	$4.09M	Buy	36,154 +52	+0.1%	+$5.47K	2.42%	5
2024 Q1	$3.76M	Sell	36,102 -30	-0.1%	-$3.03K	2.19%	5
2023 Q4	$3.48M	Buy	36,132 +638	+2%	+$56.8K	2.2%	5
2023 Q3	$2.91M	Sell	35,494 -658	-2%	-$56.4K	2.02%	6
2023 Q2	$2.73M	Buy	+36,152	New	+$2.85M	1.83%	8
2022 Q4	$2.25M	Sell	36,172 -908	-2%	-$57.7K	1.59%	9
2022 Q3	$2.2M	Buy	37,080 +746	+2%	+$50.9K	1.55%	8
2022 Q2	$2.31M	Buy	36,334 +1,040	+3%	+$72.4K	1.52%	11
2022 Q1	$2.81M	Buy	35,294 +886	+3%	+$69.6K	1.54%	12
2021 Q4	$2.99M	Sell	34,408 -20	-0.1%	-$1.65K	1.6%	11
2021 Q3	$2.57M	Buy	+34,428	New	+$2.66M	1.48%	14
2020 Q3	$1.83M	Buy	31,394 +1,270	+4%	+$71.8K	1.53%	12
2020 Q2	$1.57M	Buy	30,124 +360	+1%	+$16.9K	1.42%	16
2020 Q1	$1.2M	Buy	29,764 +3,110	+12%	+$142K	1.37%	19
2019 Q4	$1.22M	Sell	26,654 -630	-2%	-$27K	1.08%	25
2019 Q3	$1.1M	Sell	27,284 -248	-0.9%	-$9.92K	1.04%	28
2019 Q2	$1.07M	Buy	+27,532	New	+$1.05M	1.03%	29
2018 Q2	$745K	Buy	20,306 +3,380	+20%	+$116K	0.77%	49
2018 Q1	$554K	Buy	+16,926	New	+$568K	0.73%	48

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pacific Sun Financial's XLK Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.7% in Q1 2026, buying an estimated $258K and bringing the position to 41,063 shares worth $5.46M. The position accounts for 2.64% of the portfolio, ranked #4.

Pacific Sun Financial first reported a position in XLK in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.65M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Pacific Sun Financial held 41,063 shares of State Street Technology Select Sector SPDR ETF worth $5.46M as of Q1 2026.
Pacific Sun Financial bought 1,830 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $258K.
State Street Technology Select Sector SPDR ETF made up 2.64% of Pacific Sun Financial's portfolio in Q1 2026, its #4 holding.
Pacific Sun Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 26 quarters since.
Pacific Sun Financial's State Street Technology Select Sector SPDR ETF position peaked at $5.65M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.