Phillips Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Phillips Financial 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 Q1	$579K	Sell	4,358 -68	-2%	-$9.58K	0.04%	136
2025 Q4	$637K	Sell	4,426 -142	-3%	-$20.5K	0.04%	133
2025 Q3	$644K	Buy	4,568 +2,626	+135%	+$348K	0.04%	141
2025 Q2	$246K	Buy	1,942 +224	+13%	+$24.9K	0.02%	171
2025 Q1	$177K	Hold	1,718	–	–	0.01%	182
2024 Q4	$200K	Hold	1,718	–	–	0.02%	174
2024 Q3	$194K	Hold	1,718	–	–	0.02%	183
2024 Q2	$194K	Hold	1,718	–	–	0.02%	183
2024 Q1	$179K	Sell	1,718 -258	-13%	-$26.1K	0.01%	182
2023 Q4	$190K	Buy	1,976 +258	+15%	+$23K	0.02%	167
2023 Q3	$141K	Sell	1,718 -86	-5%	-$7.38K	0.01%	167
2023 Q2	$157K	Hold	1,804	–	–	0.01%	167
2023 Q1	$136K	Hold	1,804	–	–	0.01%	174
2022 Q4	$112K	Hold	1,804	–	–	0.01%	165
2022 Q3	$107K	Buy	+1,804	New	+$123K	0.01%	158

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

Phillips Financial Management's XLK Position: Q1 2026 in Review

Phillips Financial Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q1 2026, selling an estimated $9.58K and leaving 4,358 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #136.

Phillips Financial Management first reported a position in XLK in Q3 2022 and has held it in 15 quarters since. The position peaked at $644K in Q3 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Phillips Financial Management held 4,358 shares of State Street Technology Select Sector SPDR ETF worth $579K as of Q1 2026.
Phillips Financial Management sold 68 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.58K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #136 holding.
Phillips Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's State Street Technology Select Sector SPDR ETF position peaked at $644K in Q3 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.