Saxony Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Saxony Capital Management’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	$1.39M	Hold	7,280	–	–	0.64%	43
2026 Q1	$968K	Hold	7,280	–	–	0.56%	50
2025 Q4	$1.05M	Hold	7,280	–	–	0.64%	42
2025 Q3	$1.03M	Buy	7,280 +134	+2%	+$17.7K	0.68%	35
2025 Q2	$905K	Buy	7,146 +1,116	+19%	+$124K	0.69%	41
2025 Q1	$623K	Sell	6,030 -6,318	-51%	-$716K	0.55%	44
2024 Q4	$1.44M	Buy	12,348 +6,048	+96%	+$704K	1.26%	28
2024 Q3	$711K	Hold	6,300	–	–	0.65%	38
2024 Q2	$713K	Hold	6,300	–	–	0.78%	30
2024 Q1	$656K	Buy	6,300 +100	+2%	+$10.1K	0.79%	32
2023 Q4	$597K	Buy	+6,200	New	+$552K	0.79%	34

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Saxony Capital Management's XLK Position: Q2 2026 in Review

Saxony Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,280 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #43.

Saxony Capital Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2024. 734 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Saxony Capital Management held 7,280 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q2 2026.
Saxony Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.64% of Saxony Capital Management's portfolio in Q2 2026, its #43 holding.
Saxony Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Saxony Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.44M in Q4 2024.
734 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.