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

Secure 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	$609K	Buy	+3,198	New	+$546K	0.09%	170
2026 Q1	–	Sell	-7,284	Closed	-$1.05M	–	381
2025 Q4	$1.05M	Buy	7,284 +422	+6%	+$60.9K	0.16%	129
2025 Q3	$976K	Sell	6,862 -884	-11%	-$117K	0.16%	131
2025 Q2	$981K	Buy	7,746 +1,004	+15%	+$111K	0.18%	133
2025 Q1	$696K	Sell	6,742 -172,888	-96%	-$19.6M	0.14%	147
2024 Q4	$20.9M	Buy	179,630 +3,250	+2%	+$378K	3.17%	4
2024 Q3	$19.9M	Buy	176,380 +3,616	+2%	+$397K	3.35%	4
2024 Q2	$19.5M	Sell	172,764 -8,944	-5%	-$942K	3.7%	4
2024 Q1	$18.9M	Buy	181,708 +46,584	+34%	+$4.71M	4.45%	3
2023 Q4	$13M	Buy	135,124 +17,840	+15%	+$1.59M	3.49%	3
2023 Q3	$9.61M	Buy	117,284 +2,538	+2%	+$218K	2.88%	5
2023 Q2	$9.97M	Buy	114,746 +10,070	+10%	+$794K	3.03%	4
2023 Q1	$7.9M	Buy	104,676 +6,184	+6%	+$426K	2.64%	4
2022 Q4	$6.13M	Buy	98,492 +12,134	+14%	+$771K	2.2%	5
2022 Q3	$5.13M	Buy	86,358 +76,680	+792%	+$5.23M	2.87%	6
2022 Q2	$615K	Buy	9,678 +156	+2%	+$10.9K	0.34%	54
2022 Q1	$757K	Sell	9,522 -17,328	-65%	-$1.36M	0.34%	57
2021 Q4	$2.33M	Buy	26,850 +1,708	+7%	+$141K	0.95%	16
2021 Q3	$1.88M	Sell	25,142 -1,952	-7%	-$151K	0.93%	21
2021 Q2	$2M	Sell	27,094 -21,586	-44%	-$1.51M	1.01%	17
2021 Q1	$3.23M	Buy	48,680 +2,896	+6%	+$191K	1.8%	12
2020 Q4	$2.98M	Buy	45,784 +2,602	+6%	+$158K	1.75%	11
2020 Q3	$2.52M	Buy	43,182 +16,098	+59%	+$910K	1.73%	11
2020 Q2	$1.42M	Sell	27,084 -56,666	-68%	-$2.67M	1%	24
2020 Q1	$3.37M	Sell	83,750 -37,730	-31%	-$1.72M	3.62%	3
2019 Q4	$5.57M	Buy	+121,480	New	+$5.2M	3.93%	2

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

Secure Asset Management's XLK Position: Q2 2026 in Review

Secure Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 3,198 shares worth $609K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in XLK as recently as Q4 2025.

Secure Asset Management first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.9M in Q4 2024. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Secure Asset Management held 3,198 shares of State Street Technology Select Sector SPDR ETF worth $609K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Secure Asset Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.09% of Secure Asset Management's portfolio in Q2 2026, its #170 holding.
Secure Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Secure Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $20.9M in Q4 2024.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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