Pathway Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pathway Financial Advisors’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	$2.02M	Hold	11,202	–	–	0.24%	46
2026 Q1	$1.52M	Hold	11,202	–	–	0.19%	52
2025 Q4	$1.64M	Sell	11,202 -2	-0%	-$289	0.21%	48
2025 Q3	$1.58M	Hold	11,204	–	–	0.21%	46
2025 Q2	$1.42M	Hold	11,204	–	–	0.21%	46
2025 Q1	$1.16M	Hold	11,204	–	–	0.21%	52
2024 Q4	$1.3M	Hold	11,204	–	–	0.3%	44
2024 Q3	$1.26M	Hold	11,204	–	–	0.32%	42
2024 Q2	$1.27M	Hold	11,204	–	–	0.34%	40
2024 Q1	$1.17M	Sell	11,204 -202	-2%	-$20.4K	0.32%	43
2023 Q4	$1.1M	Buy	11,406 +202	+2%	+$18K	0.32%	40
2023 Q3	$918K	Buy	11,204 +1,800	+19%	+$154K	0.31%	38
2023 Q2	$817K	Hold	9,404	–	–	0.27%	44
2023 Q1	$710K	Hold	9,404	–	–	0.24%	50
2022 Q4	$585K	Hold	9,404	–	–	0.18%	57
2022 Q3	$559K	Hold	9,404	–	–	0.19%	56
2022 Q2	$598K	Hold	9,404	–	–	0.25%	51
2022 Q1	$747K	Buy	9,404 +4	+0%	+$314	0.28%	45
2021 Q4	$761K	Buy	+9,400	New	+$774K	0.27%	45
2021 Q1	$644K	Hold	9,400	–	–	0.25%	45
2020 Q4	$614K	Hold	9,400	–	–	0.26%	44
2020 Q3	$554K	Hold	9,400	–	–	0.21%	45
2020 Q2	$491K	Hold	9,400	–	–	0.15%	46
2020 Q1	$362K	Hold	9,400	–	–	0.12%	56
2019 Q4	$456K	Sell	9,400 -1,050	-10%	-$44.9K	0.13%	64
2019 Q3	$450K	Hold	10,450	–	–	0.13%	60
2019 Q2	$408K	Hold	10,450	–	–	0.12%	62
2019 Q1	$387K	Hold	10,450	–	–	0.12%	60
2018 Q4	$324K	Hold	10,450	–	–	0.18%	65
2018 Q3	$327K	Hold	10,450	–	–	0.18%	67
2018 Q2	$363K	Hold	10,450	–	–	0.21%	54
2018 Q1	$342K	Hold	10,450	–	–	0.2%	60
2017 Q4	$334K	Buy	+10,450	New	+$328K	0.19%	62

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

Pathway Financial Advisors's XLK Position: Q2 2026 in Review

Pathway Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 11,202 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #46.

Pathway Financial Advisors first reported a position in XLK in Q4 2017 and has held it in 33 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pathway Financial Advisors held 11,202 shares of State Street Technology Select Sector SPDR ETF worth $2.02M as of Q2 2026.
Pathway Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.24% of Pathway Financial Advisors's portfolio in Q2 2026, its #46 holding.
Pathway Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.