Second Half Financial Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Second Half Financial Partners’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	–	Sell	-3,386	Closed	-$450K	–	121
2026 Q1	$450K	Buy	3,386 +1,396	+70%	+$197K	0.2%	56
2025 Q4	$287K	Buy	+1,990	New	+$287K	0.13%	72
2025 Q1	–	Sell	-5,148	Closed	-$599K	–	99
2024 Q4	$599K	Buy	5,148 +430	+9%	+$50K	0.29%	46
2024 Q3	$533K	Buy	+4,718	New	+$518K	0.28%	56
2023 Q3	–	Sell	-14,552	Closed	-$1.27M	–	148
2023 Q2	$1.27M	Buy	+14,552	New	+$1.15M	0.29%	81

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

ONB

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Second Half Financial Partners's XLK Position: Q2 2026 in Review

Second Half Financial Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 3,386 shares — an estimated $450K sold.

Second Half Financial Partners first reported a position in XLK in Q2 2023 and held it in 5 quarters. The position peaked at $1.27M in Q2 2023. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Second Half Financial Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Second Half Financial Partners sold 3,386 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $450K.
Second Half Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Second Half Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.27M in Q2 2023.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.