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Snider Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Snider Financial Group’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 		$10.7M Sell
56,015
-4,954
-8% -$846K 2.72% 9
2026
Q1 		$8.1M Sell
60,969
-562
-0.9% -$79.2K 2.45% 11
2025
Q4 		$8.86M Buy
61,531
+797
+1% +$115K 2.36% 12
2025
Q3 		$8.56M Sell
60,734
-912
-1% -$121K 2.33% 11
2025
Q2 		$7.81M Buy
61,646
+1,422
+2% +$158K 2.25% 11
2025
Q1 		$6.22M Sell
60,224
-19,632
-25% -$2.23M 2.02% 13
2024
Q4 		$9.28M Sell
79,856
-554
-0.7% -$64.5K 2.88% 8
2024
Q3 		$9.08M Buy
80,410
+270
+0.3% +$29.6K 3.32% 7
2024
Q2 		$9.07M Sell
80,140
-5,116
-6% -$539K 3.5% 6
2024
Q1 		$8.88M Sell
85,256
-2,926
-3% -$296K 3.7% 6
2023
Q4 		$8.49M Sell
88,182
-1,400
-2% -$125K 3.91% 5
2023
Q3 		$7.34M Buy
89,582
+1,920
+2% +$165K 3.55% 5
2023
Q2 		$7.62M Buy
+87,662
New +$6.91M 3.64% 5

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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
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
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Snider Financial Group's XLK Position: Q2 2026 in Review

Snider Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, selling an estimated $846K and leaving 56,015 shares worth $10.7M. The position accounts for 2.72% of the portfolio, ranked #9.

Snider Financial Group first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 528 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Snider Financial Group held 56,015 shares of State Street Technology Select Sector SPDR ETF worth $10.7M as of Q2 2026.
  • Snider Financial Group sold 4,954 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $846K.
  • State Street Technology Select Sector SPDR ETF made up 2.72% of Snider Financial Group's portfolio in Q2 2026, its #9 holding.
  • Snider Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • 528 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.