Sharkey, Howes & Javer’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sharkey, Howes & Javer’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	$2.8M	Sell	14,696 -135	-0.9%	-$23.1K	0.34%	45
2026 Q1	$1.97M	Sell	14,831 -431	-3%	-$60.7K	0.27%	58
2025 Q4	$2.2M	Sell	15,262 -2,142	-12%	-$309K	0.28%	56
2025 Q3	$2.45M	Sell	17,404 -6,708	-28%	-$888K	0.32%	52
2025 Q2	$3.05M	Sell	24,112 -3,040	-11%	-$337K	0.41%	48
2025 Q1	$2.8M	Sell	27,152 -1,496	-5%	-$170K	0.4%	53
2024 Q4	$3.33M	Sell	28,648 -4,028	-12%	-$469K	0.47%	41
2024 Q3	$3.69M	Buy	32,676 +6,368	+24%	+$699K	0.53%	32
2024 Q2	$2.98M	Sell	26,308 -582	-2%	-$61.3K	0.48%	39
2024 Q1	$2.8M	Buy	26,890 +2,770	+11%	+$280K	0.46%	38
2023 Q4	$2.32M	Buy	24,120 +2,016	+9%	+$179K	0.41%	38
2023 Q3	$1.81M	Sell	22,104 -4,052	-15%	-$347K	0.35%	48
2023 Q2	$2.27M	Buy	26,156 +8,212	+46%	+$647K	0.43%	35
2023 Q1	$1.35M	Buy	17,944 +626	+4%	+$43.1K	0.29%	44
2022 Q4	$1.08M	Hold	17,318	–	–	0.25%	52
2022 Q3	$1.03M	Hold	17,318	–	–	0.22%	53
2022 Q2	$1.1M	Hold	17,318	–	–	0.27%	43
2022 Q1	$1.38M	Hold	17,318	–	–	0.32%	38
2021 Q4	$1.51M	Hold	17,318	–	–	0.34%	40
2021 Q3	$1.29M	Hold	17,318	–	–	0.33%	38
2021 Q2	$1.28M	Hold	17,318	–	–	0.34%	38
2021 Q1	$1.15M	Hold	17,318	–	–	0.36%	36
2020 Q4	$1.13M	Hold	17,318	–	–	0.38%	32
2020 Q3	$1.01M	Hold	17,318	–	–	0.38%	35
2020 Q2	$905K	Hold	17,318	–	–	0.4%	36
2020 Q1	$696K	Hold	17,318	–	–	0.36%	37
2019 Q4	$794K	Hold	17,318	–	–	0.34%	36
2019 Q3	$697K	Buy	+17,318	New	+$693K	0.3%	37
2015 Q2	–	Sell	-35,200	Closed	-$729K	–	265
2015 Q1	$729K	Buy	+35,200	New	+$734K	0.47%	20

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

Sharkey, Howes & Javer's XLK Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.91% in Q2 2026, selling an estimated $23.1K and leaving 14,696 shares worth $2.8M. The position accounts for 0.34% of the portfolio, ranked #45.

Sharkey, Howes & Javer first reported a position in XLK in Q1 2015 and has held it in 29 quarters since. The position peaked at $3.69M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sharkey, Howes & Javer held 14,696 shares of State Street Technology Select Sector SPDR ETF worth $2.8M as of Q2 2026.
Sharkey, Howes & Javer sold 135 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $23.1K.
State Street Technology Select Sector SPDR ETF made up 0.34% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #45 holding.
Sharkey, Howes & Javer first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 29 quarters since.
Sharkey, Howes & Javer's State Street Technology Select Sector SPDR ETF position peaked at $3.69M in Q3 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.