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

Pettinga 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	$213K	Buy	+1,118	New	+$191K	0.03%	143
2022 Q2	–	Sell	-3,356	Closed	-$267K	–	114
2022 Q1	$267K	Sell	3,356 -22,790	-87%	-$1.79M	0.07%	92
2021 Q4	$2.27M	Buy	+26,146	New	+$2.15M	0.55%	43
2020 Q3	–	Sell	-6,880	Closed	-$359K	–	87
2020 Q2	$359K	Sell	6,880 -8,200	-54%	-$386K	0.17%	55
2020 Q1	$606K	Sell	15,080 -2,870	-16%	-$131K	0.41%	38
2019 Q4	$823K	Sell	17,950 -2,300	-11%	-$98.5K	0.44%	42
2019 Q3	$815K	Sell	20,250 -2,350	-10%	-$94K	0.44%	42
2019 Q2	$882K	Buy	22,600 +370	+2%	+$14.1K	0.46%	38
2019 Q1	$823K	Sell	22,230 -65,820	-75%	-$2.25M	0.44%	38
2018 Q4	$2.73M	Buy	+88,050	New	+$2.98M	1.79%	14

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

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

Pettinga Financial Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,118 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Pettinga Financial Advisors previously reported a position in XLK as recently as Q1 2022.

Pettinga Financial Advisors first reported a position in XLK in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2018. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pettinga Financial Advisors held 1,118 shares of State Street Technology Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Pettinga Financial Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Pettinga Financial Advisors's portfolio in Q2 2026, its #143 holding.
Pettinga Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Pettinga Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.73M in Q4 2018.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.