Shulman DeMeo Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Shulman DeMeo 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
2026 Q2	$6.68M	Buy	35,055 +50	+0.1%	+$8.54K	1.25%	9
2026 Q1	$4.65M	Buy	35,005 +110	+0.3%	+$15.5K	0.99%	10
2025 Q4	$5.02M	Buy	34,895 +403	+1%	+$58.2K	1.14%	8
2025 Q3	$4.86M	Sell	34,492 -276	-0.8%	-$36.6K	1.12%	8
2025 Q2	$4.4M	Sell	34,768 -4,136	-11%	-$459K	1.09%	8
2025 Q1	$4.02M	Sell	38,904 -2,152	-5%	-$244K	1.13%	9
2024 Q4	$4.77M	Sell	41,056 -340	-0.8%	-$39.6K	1.29%	7
2024 Q3	$4.67M	Buy	41,396 +3,852	+10%	+$423K	1.15%	8
2024 Q2	$4.25M	Buy	37,544 +548	+1%	+$57.7K	1.11%	8
2024 Q1	$3.85M	Sell	36,996 -176	-0.5%	-$17.8K	1.02%	12
2023 Q4	$3.58M	Sell	37,172 -1,794	-5%	-$160K	1.01%	12
2023 Q3	$3.19M	Buy	38,966 +5,816	+18%	+$499K	1.07%	11
2023 Q2	$2.88M	Sell	33,150 -3,668	-10%	-$289K	0.86%	12
2023 Q1	$2.78M	Sell	36,818 -482	-1%	-$33.2K	0.87%	12
2022 Q4	$2.32M	Buy	37,300 +966	+3%	+$61.3K	0.77%	12
2022 Q3	$2.16M	Sell	36,334 -3,326	-8%	-$227K	0.77%	12
2022 Q2	$2.52M	Sell	39,660 -22,740	-36%	-$1.58M	0.83%	12
2022 Q1	$4.96M	Buy	62,400 +50	+0.1%	+$3.92K	1.37%	8
2021 Q4	$5.42M	Buy	+62,350	New	+$5.13M	1.41%	8
2021 Q3	–	Sell	-63,228	Closed	-$4.67M	–	137
2021 Q2	$4.67M	Buy	63,228 +62	+0.1%	+$4.34K	1.81%	5
2021 Q1	$4.2M	Buy	63,166 +298	+0.5%	+$19.7K	1.14%	14
2020 Q4	$4.09M	Buy	62,868 +11,468	+22%	+$698K	1.17%	13
2020 Q3	$3M	Buy	51,400 +1,544	+3%	+$87.2K	1%	14
2020 Q2	$2.6M	Sell	49,856 -2,444	-5%	-$115K	1.01%	12
2020 Q1	$2.1M	Sell	52,300 -506	-1%	-$23.1K	0.98%	13
2019 Q4	$2.42M	Buy	52,806 +2,158	+4%	+$92.4K	0.84%	13
2019 Q3	$2.04M	Sell	50,648 -1,512	-3%	-$60.5K	0.68%	15
2019 Q2	$2.04M	Sell	52,160 -1,408	-3%	-$53.7K	0.75%	14
2019 Q1	$1.98M	Sell	53,568 -9,898	-16%	-$339K	0.75%	13
2018 Q4	$1.97M	Buy	+63,466	New	+$2.15M	1.09%	8

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management's XLK Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q2 2026, buying an estimated $8.54K and bringing the position to 35,055 shares worth $6.68M. The position accounts for 1.25% of the portfolio, ranked #9.

Shulman DeMeo Asset Management first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. 851 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Shulman DeMeo Asset Management held 35,055 shares of State Street Technology Select Sector SPDR ETF worth $6.68M as of Q2 2026.
Shulman DeMeo Asset Management bought 50 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.54K.
State Street Technology Select Sector SPDR ETF made up 1.25% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #9 holding.
Shulman DeMeo Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
851 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.