Perryman Financial Advisory’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
$1.57M Sell
8,234
-188
-2% -$32.1K 0.21% 82
2026
Q1
$1.12M Buy
8,422
+477
+6% +$67.2K 0.17% 89
2025
Q4
$1.14M Buy
+7,945
New +$1.15M 0.17% 85

Other funds holding XLK

Perryman Financial Advisory's XLK Position: Q2 2026 in Review

Perryman Financial Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, selling an estimated $32.1K and leaving 8,234 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #82.

Perryman Financial Advisory first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Perryman Financial Advisory held 8,234 shares of State Street Technology Select Sector SPDR ETF worth $1.57M as of Q2 2026.
  • Perryman Financial Advisory sold 188 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $32.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.21% of Perryman Financial Advisory's portfolio in Q2 2026, its #82 holding.
  • Perryman Financial Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.