SMI Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SMI Advisory 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	$12.7M	Buy	68,939 +39,627	+135%	+$6.77M	2.05%	12
2026 Q1	$4.01M	Sell	29,312 -18,987	-39%	-$2.68M	0.66%	17
2025 Q4	$7.09M	Sell	48,299 -31,403	-39%	-$4.54M	1.22%	15
2025 Q3	$11.3M	Buy	+79,702	New	+$10.6M	2.15%	11

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SMI Advisory Services's XLK Position: Q2 2026 in Review

SMI Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 135% in Q2 2026, buying an estimated $6.77M and bringing the position to 68,939 shares worth $12.7M. The position accounts for 2.05% of the portfolio, ranked #12.

SMI Advisory Services first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SMI Advisory Services held 68,939 shares of State Street Technology Select Sector SPDR ETF worth $12.7M as of Q2 2026.
SMI Advisory Services bought 39,627 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.77M.
State Street Technology Select Sector SPDR ETF made up 2.05% of SMI Advisory Services's portfolio in Q2 2026, its #12 holding.
SMI Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.