Sax Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sax Wealth Advisors’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	$3.46M	Buy	26,064 +516	+2%	+$88.2K	0.14%	111
2026 Q1	$3.68M	Sell	25,548 -50	-0.2%	-$7.05K	0.18%	88
2025 Q4	$3.69M	Sell	25,598 -168	-0.7%	-$24.3K	0.17%	90
2025 Q3	$3.63M	Buy	25,766 +34	+0.1%	+$4.5K	0.2%	74
2025 Q2	$3.26M	Sell	25,732 -2,366	-8%	-$263K	0.2%	73
2025 Q1	$2.9M	Buy	28,098 +738	+3%	+$83.7K	0.21%	69
2024 Q4	$3.18M	Sell	27,360 -794	-3%	-$92.4K	0.25%	55
2024 Q3	$3.18M	Buy	28,154 +2,266	+9%	+$249K	0.28%	44
2024 Q2	$2.93M	Buy	25,888 +442	+2%	+$46.5K	0.28%	50
2024 Q1	$2.65M	Buy	25,446 +1,682	+7%	+$170K	0.31%	40
2023 Q4	$2.29M	Buy	23,764 +2	+0%	+$178	0.37%	49
2023 Q3	$1.95M	Buy	23,762 +2,590	+12%	+$222K	0.38%	46
2023 Q2	$1.84M	Sell	21,172 -3,198	-13%	-$252K	0.37%	47
2023 Q1	$1.84M	Buy	24,370 +3,202	+15%	+$220K	0.4%	45
2022 Q4	$1.32M	Sell	21,168 -1,918	-8%	-$122K	0.3%	50
2022 Q3	$1.37M	Sell	23,086 -2,722	-11%	-$186K	0.35%	50
2022 Q2	$1.64M	Buy	25,808 +2,726	+12%	+$190K	0.42%	43
2022 Q1	$1.83M	Buy	23,082 +64	+0.3%	+$5.02K	0.44%	40
2021 Q4	$2M	Sell	23,018 -94	-0.4%	-$7.74K	0.42%	46
2021 Q3	$1.73M	Buy	23,112 +20	+0.1%	+$1.54K	0.41%	48
2021 Q2	$1.71M	Buy	23,092 +18	+0.1%	+$1.26K	0.58%	44
2021 Q1	$1.53M	Buy	23,074 +116	+0.5%	+$7.66K	0.56%	45
2020 Q4	$1.49M	Buy	+22,958	New	+$1.4M	0.69%	42

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sax Wealth Advisors's XLK Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, buying an estimated $88.2K and bringing the position to 26,064 shares worth $3.46M. The position accounts for 0.14% of the portfolio, ranked #111.

Sax Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.69M in Q4 2025. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sax Wealth Advisors held 26,064 shares of State Street Technology Select Sector SPDR ETF worth $3.46M as of Q2 2026.
Sax Wealth Advisors bought 516 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $88.2K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Sax Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Sax Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.69M in Q4 2025.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.