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

SageGuard 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	$4.93M	Sell	25,872 -21,397	-45%	-$3.66M	0.69%	47
2026 Q1	$6.28M	Buy	47,269 +17,470	+59%	+$2.46M	0.97%	35
2025 Q4	$4.29M	Buy	+29,799	New	+$4.3M	0.68%	38
2021 Q3	$363K	Sell	4,864 -54,450	-92%	-$4.2M	5.7%	5
2021 Q2	$4.38M	Buy	59,314 +9,718	+20%	+$681K	1.99%	14
2021 Q1	$3.3M	Sell	49,596 -742	-1%	-$49K	1.53%	16
2020 Q4	$3.27M	Buy	+50,338	New	+$3.07M	1.58%	14

Other funds holding XLK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SageGuard Financial Group's XLK Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q2 2026, selling an estimated $3.66M and leaving 25,872 shares worth $4.93M. The position accounts for 0.69% of the portfolio, ranked #47.

SageGuard Financial Group first reported a position in XLK in Q4 2020 and has held it in 7 quarters since. The position peaked at $6.28M in Q1 2026. 1,803 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SageGuard Financial Group held 25,872 shares of State Street Technology Select Sector SPDR ETF worth $4.93M as of Q2 2026.
SageGuard Financial Group sold 21,397 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.66M.
State Street Technology Select Sector SPDR ETF made up 0.69% of SageGuard Financial Group's portfolio in Q2 2026, its #47 holding.
SageGuard Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
SageGuard Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $6.28M in Q1 2026.
1,803 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.