Smith Thornton Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Smith Thornton Advisors’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	$502K	Hold	2,770	–	–	0.22%	87
2026 Q1	$368K	Hold	2,770	–	–	0.19%	101
2025 Q4	$399K	Hold	2,770	–	–	0.2%	100
2025 Q3	$390K	Hold	2,770	–	–	0.2%	95
2025 Q2	$351K	Hold	2,770	–	–	0.2%	103
2025 Q1	$286K	Hold	2,770	–	–	0.18%	114
2024 Q4	$322K	Hold	2,770	–	–	0.2%	109
2024 Q3	$313K	Hold	2,770	–	–	0.21%	108
2024 Q2	$313K	Buy	+2,770	New	+$292K	0.23%	102

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

Smith Thornton Advisors's XLK Position: Q2 2026 in Review

Smith Thornton Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,770 shares worth $502K. The position accounts for 0.22% of the portfolio, ranked #87.

Smith Thornton Advisors first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Smith Thornton Advisors held 2,770 shares of State Street Technology Select Sector SPDR ETF worth $502K as of Q2 2026.
Smith Thornton Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.22% of Smith Thornton Advisors's portfolio in Q2 2026, its #87 holding.
Smith Thornton Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.