SAM
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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
2022
Q1 		– Sell
-400
Closed -$160K – 234
2021
Q4 		$160K Buy
+400
New +$32.9K 0.06% 201

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 955 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.
  • 955 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.