S Harris Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

S Harris Financial Group’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	$365K	Sell	1,915 -389	-17%	-$66.5K	0.28%	60
2026 Q1	$306K	Sell	2,304 -93	-4%	-$13.1K	0.28%	68
2025 Q4	$345K	Buy	+2,397	New	+$346K	0.33%	49

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

S Harris Financial Group's XLK Position: Q2 2026 in Review

S Harris Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, selling an estimated $66.5K and leaving 1,915 shares worth $365K. The position accounts for 0.28% of the portfolio, ranked #60.

S Harris Financial Group 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.

S Harris Financial Group held 1,915 shares of State Street Technology Select Sector SPDR ETF worth $365K as of Q2 2026.
S Harris Financial Group sold 389 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $66.5K.
State Street Technology Select Sector SPDR ETF made up 0.28% of S Harris Financial Group's portfolio in Q2 2026, its #60 holding.
S Harris Financial Group 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 S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.