SFS
XLK icon

Sharp Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sharp Financial Services’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 		$7.86M Buy
+41,238
New +$7.05M 3.64% 7
2026
Q1 		– Sell
-55,149
Closed -$7.94M – 129
2025
Q4 		$7.94M Buy
55,149
+2,509
+5% +$362K 4% 6
2025
Q3 		$7.42M Buy
+52,640
New +$6.97M 4.03% 6

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Sharp Financial Services's XLK Position: Q2 2026 in Review

Sharp Financial Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 41,238 shares worth $7.86M. The stake represents 3.64% of the portfolio and ranks #7 among its holdings. This is a return to the name: Sharp Financial Services previously reported a position in XLK as recently as Q4 2025.

Sharp Financial Services first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.94M in Q4 2025. 1,106 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Sharp Financial Services held 41,238 shares of State Street Technology Select Sector SPDR ETF worth $7.86M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Sharp Financial Services position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 3.64% of Sharp Financial Services's portfolio in Q2 2026, its #7 holding.
  • Sharp Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • Sharp Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $7.94M in Q4 2025.
  • 1,106 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.