PF
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Phoenix Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Phoenix Financial’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 		$188M Buy
988,272
+53,161
+6% +$9.08M 1.29% 23
2026
Q1 		$124M Sell
935,111
-342,632
-27% -$48.3M 1.18% 21
2025
Q4 		$184M Sell
1,277,743
-855
-0.1% -$123K 1.99% 13
2025
Q3 		$180M Buy
1,278,598
+375,076
+42% +$49.7M 2.2% 13
2025
Q2 		$114M Buy
903,522
+568,876
+170% +$63.1M 1.51% 21
2025
Q1 		$34.5M Buy
334,646
+2,162
+0.7% +$245K 0.53% 40
2024
Q4 		$38.7M Buy
332,484
+10,416
+3% +$1.21M 0.53% 41
2024
Q3 		$36.4M Sell
322,068
-324,164
-50% -$35.6M 0.54% 40
2024
Q2 		$73.1M Sell
646,232
-20,962
-3% -$2.21M 1.11% 27
2024
Q1 		$69.5M Sell
667,194
-1,520
-0.2% -$154K 0.96% 31
2023
Q4 		$72.3M Buy
668,714
+650,200
+3,512% +$57.9M 1.2% 24
2023
Q3 		$1.51M Sell
18,514
-32
-0.2% -$2.74K 0.03% 203
2023
Q2 		$1.61M Buy
18,546
+1,006
+6% +$79.3K 0.03% 177
2023
Q1 		$1.32M Sell
17,540
-272
-2% -$18.7K 0.03% 176
2022
Q4 		$1.11M Buy
17,812
+142
+0.8% +$9.02K 0.02% 171
2022
Q3 		$1.06M Sell
17,670
-9,276
-34% -$633K 0.02% 191
2022
Q2 		$1.71M Buy
26,946
+1,188
+5% +$82.8K 0.04% 181
2022
Q1 		$2.05M Buy
25,758
+2,664
+12% +$209K 0.03% 193
2021
Q4 		$2.01M Buy
23,094
+634
+3% +$52.2K 0.03% 194
2021
Q3 		$1.68M Buy
+22,460
New +$1.73M 0.03% 227
2021
Q2 		– Sell
-47,696
Closed -$3.17M – 428
2021
Q1 		$3.17M Buy
47,696
+25,698
+117% +$1.7M 0.07% 176
2020
Q4 		$1.43M Buy
21,998
+14,968
+213% +$912K 0.04% 203
2020
Q3 		$387K Sell
7,030
-488
-6% -$27.6K 0.02% 243
2020
Q2 		$373K Buy
+7,518
New +$354K 0.02% 251

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's XLK Position: Q2 2026 in Review

Phoenix Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.7% in Q2 2026, buying an estimated $9.08M and bringing the position to 988,272 shares worth $188M. The position accounts for 1.29% of the portfolio, ranked #23.

Phoenix Financial first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Phoenix Financial held 988,272 shares of State Street Technology Select Sector SPDR ETF worth $188M as of Q2 2026.
  • Phoenix Financial bought 53,161 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.08M.
  • State Street Technology Select Sector SPDR ETF made up 1.29% of Phoenix Financial's portfolio in Q2 2026, its #23 holding.
  • Phoenix Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.