Prospect Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Prospect Financial Services’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	$967K	Buy	5,077 +150	+3%	+$25.6K	0.49%	44
2026 Q1	$655K	Sell	4,927 -210	-4%	-$29.6K	0.4%	47
2025 Q4	$740K	Sell	5,137 -101	-2%	-$14.6K	0.42%	46
2025 Q3	$738K	Buy	5,238 +650	+14%	+$86.1K	0.42%	46
2025 Q2	$581K	Sell	4,588 -6,182	-57%	-$686K	0.36%	50
2025 Q1	$1.11M	Buy	10,770 +982	+10%	+$111K	0.62%	36
2024 Q4	$1.14M	Buy	9,788 +330	+3%	+$38.4K	0.62%	36
2024 Q3	$1.07M	Buy	9,458 +6,900	+270%	+$757K	0.66%	36
2024 Q2	$289K	Hold	2,558	–	–	0.22%	62
2024 Q1	$266K	Buy	2,558 +38	+2%	+$3.84K	0.22%	62
2023 Q4	$243K	Buy	+2,520	New	+$224K	0.24%	60

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

Prospect Financial Services's XLK Position: Q2 2026 in Review

Prospect Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3% in Q2 2026, buying an estimated $25.6K and bringing the position to 5,077 shares worth $967K. The position accounts for 0.49% of the portfolio, ranked #44.

Prospect Financial Services first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Prospect Financial Services held 5,077 shares of State Street Technology Select Sector SPDR ETF worth $967K as of Q2 2026.
Prospect Financial Services bought 150 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
State Street Technology Select Sector SPDR ETF made up 0.49% of Prospect Financial Services's portfolio in Q2 2026, its #44 holding.
Prospect Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $1.14M in Q4 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.