SFMG Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$449K Buy
2,358
+738
+46% +$126K 0.03% 208
2026
Q1
$215K Hold
1,620
0.01% 285
2025
Q4
$233K Sell
1,620
-102
-6% -$14.7K 0.02% 274
2025
Q3
$243K Buy
1,722
+102
+6% +$13.5K 0.02% 255
2025
Q2
$205K Sell
1,620
-1,600
-50% -$178K 0.02% 255
2025
Q1
$332K Buy
+3,220
New +$365K 0.03% 186
2024
Q3
Sell
-2,490
Closed -$282K 285
2024
Q2
$282K Buy
+2,490
New +$262K 0.02% 200
2016
Q1
Sell
-24,674
Closed -$528K 118
2015
Q4
$528K Buy
+24,674
New +$531K 0.12% 71
2015
Q3
Sell
-547,880
Closed -$11.3M 130
2015
Q2
$11.3M Sell
547,880
-1,141,590
-68% -$24.4M 2.54% 12
2015
Q1
$35M Buy
1,689,470
+1,032,018
+157% +$21.5M 2.83% 13
2014
Q4
$13.6M Sell
657,452
-23,830
-3% -$483K 3.02% 12
2014
Q3
$13.6M Buy
681,282
+13,194
+2% +$261K 4.26% 9
2014
Q2
$12.8M Sell
668,088
-79,682
-11% -$1.47M 4.41% 10
2014
Q1
$13.6M Buy
747,770
+19,214
+3% +$343K 4.58% 8
2013
Q4
$13M Sell
728,556
-6,978
-0.9% -$118K 4.47% 8
2013
Q3
$11.8M Buy
+735,534
New +$11.7M 4.72% 8

Other funds holding XLK

SFMG Wealth Advisors's XLK Position: Q2 2026 in Review

SFMG Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 46% in Q2 2026, buying an estimated $126K and bringing the position to 2,358 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #208.

SFMG Wealth Advisors first reported a position in XLK in Q3 2013 and has held it in 16 quarters since. The position peaked at $35M in Q1 2015. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • SFMG Wealth Advisors held 2,358 shares of State Street Technology Select Sector SPDR ETF worth $449K as of Q2 2026.
  • SFMG Wealth Advisors bought 738 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • SFMG Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 16 quarters since.
  • SFMG Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $35M in Q1 2015.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.