Sargent Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sargent Investment 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	$307K	Buy	+1,609	New	+$275K	0.04%	213
2023 Q4	–	Sell	-3,460	Closed	-$284K	–	216
2023 Q3	$284K	Hold	3,460	–	–	0.07%	158
2023 Q2	$301K	Hold	3,460	–	–	0.07%	148
2023 Q1	$261K	Hold	3,460	–	–	0.07%	161
2022 Q4	$215K	Buy	+3,460	New	+$220K	0.07%	168

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Investment Group's XLK Position: Q2 2026 in Review

Sargent Investment Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,609 shares worth $307K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: Sargent Investment Group previously reported a position in XLK as recently as Q3 2023.

Sargent Investment Group first reported a position in XLK in Q4 2022 and has held it in 5 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sargent Investment Group held 1,609 shares of State Street Technology Select Sector SPDR ETF worth $307K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Sargent Investment Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #213 holding.
Sargent Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.