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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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. 1,124 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.
1,124 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.