SBI Okasan Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SBI Okasan Asset 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	$4.87M	Sell	26,290 -18,340	-41%	-$3.13M	0.16%	29
2026 Q1	$5.69M	Buy	44,630 +40,650	+1,021%	+$5.73M	0.23%	14
2025 Q4	$581K	Buy	+3,980	New	+$575K	0.03%	178

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

SBI Okasan Asset Management's XLK Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 41% in Q2 2026, selling an estimated $3.13M and leaving 26,290 shares worth $4.87M. The position accounts for 0.16% of the portfolio, ranked #29.

SBI Okasan Asset Management first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.69M in Q1 2026. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SBI Okasan Asset Management held 26,290 shares of State Street Technology Select Sector SPDR ETF worth $4.87M as of Q2 2026.
SBI Okasan Asset Management sold 18,340 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13M.
State Street Technology Select Sector SPDR ETF made up 0.16% of SBI Okasan Asset Management's portfolio in Q2 2026, its #29 holding.
SBI Okasan Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
SBI Okasan Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $5.69M in Q1 2026.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.