Parisi Gray Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Parisi Gray Wealth Management’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	$1.74M	Buy	9,119 +2	+0%	+$342	0.36%	55
2026 Q1	$1.21M	Sell	9,117 -734	-7%	-$103K	0.29%	63
2025 Q4	$1.42M	Buy	9,851 +3	+0%	+$433	0.32%	54
2025 Q3	$1.39M	Sell	9,848 -78	-0.8%	-$10.3K	0.36%	52
2025 Q2	$1.26M	Buy	9,926 +4	+0%	+$444	0.36%	54
2025 Q1	$1.02M	Sell	9,922 -532	-5%	-$60.3K	0.33%	55
2024 Q4	$1.22M	Buy	10,454 +492	+5%	+$57.2K	0.39%	48
2024 Q3	$1.12M	Sell	9,962 -92	-0.9%	-$10.1K	0.37%	48
2024 Q2	$1.14M	Buy	10,054 +4	+0%	+$421	0.41%	44
2024 Q1	$1.05M	Sell	10,050 -11,208	-53%	-$1.13M	0.39%	50
2023 Q4	$2.05M	Buy	21,258 +11,312	+114%	+$1.01M	0.83%	27
2023 Q3	$815K	Sell	9,946 -98	-1%	-$8.4K	0.37%	54
2023 Q2	$758K	Buy	+10,044	New	+$792K	0.35%	55
2023 Q1	–	Sell	-9,964	Closed	-$620K	–	106
2022 Q4	$620K	Buy	+9,964	New	+$633K	0.31%	61
2022 Q3	–	Sell	-9,958	Closed	-$633K	–	103
2022 Q2	$633K	Sell	9,958 -232	-2%	-$16.2K	0.33%	59
2022 Q1	$810K	Sell	10,190 -8,832	-46%	-$693K	0.33%	61
2021 Q4	$1.65M	Buy	19,022 +4,082	+27%	+$336K	0.62%	37
2021 Q3	$1.13M	Buy	14,940 +282	+2%	+$21.8K	0.47%	46
2021 Q2	$1.08M	Sell	14,658 -1,494	-9%	-$105K	0.4%	51
2021 Q1	$1.07M	Buy	16,152 +1,002	+7%	+$66.1K	0.45%	51
2020 Q4	$985K	Buy	15,150 +2	+0%	+$122	0.44%	50
2020 Q3	$884K	Hold	15,148	–	–	0.46%	49
2020 Q2	$791K	Buy	15,148 +804	+6%	+$37.8K	0.45%	49
2020 Q1	$576K	Buy	14,344 +32	+0.2%	+$1.46K	0.41%	56
2019 Q4	$656K	Hold	14,312	–	–	0.37%	58
2019 Q3	$576K	Hold	14,312	–	–	0.38%	57
2019 Q2	$558K	Hold	14,312	–	–	0.38%	57
2019 Q1	$530K	Hold	14,312	–	–	0.34%	59
2018 Q4	$439K	Hold	14,312	–	–	0.3%	67
2018 Q3	$537K	Hold	14,312	–	–	0.33%	69
2018 Q2	$509K	Buy	14,312 +70	+0.5%	+$2.4K	0.34%	71
2018 Q1	$459K	Buy	14,242 +22	+0.2%	+$739	0.35%	70
2017 Q4	$460K	Buy	+14,220	New	+$446K	0.34%	69

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Parisi Gray Wealth Management's XLK Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.02% in Q2 2026, buying an estimated $342 and bringing the position to 9,119 shares worth $1.74M. The position accounts for 0.36% of the portfolio, ranked #55.

Parisi Gray Wealth Management first reported a position in XLK in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.05M in Q4 2023. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Parisi Gray Wealth Management held 9,119 shares of State Street Technology Select Sector SPDR ETF worth $1.74M as of Q2 2026.
Parisi Gray Wealth Management bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.36% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #55 holding.
Parisi Gray Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Parisi Gray Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.05M in Q4 2023.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.