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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.1M Buy
142,093
+1,808
+1% +$309K 11.01% 5
2026
Q1
$18.6M Buy
140,285
+3,868
+3% +$545K 9.46% 6
2025
Q4
$19.6M Buy
136,417
+13,355
+11% +$1.93M 9.58% 6
2025
Q3
$17.3M Sell
123,062
-3,280
-3% -$434K 7.33% 5
2025
Q2
$16M Sell
126,342
-27,628
-18% -$3.07M 7.12% 5
2025
Q1
$15.9M Buy
153,970
+23,388
+18% +$2.65M 7.77% 4
2024
Q4
$15.2M Buy
+130,582
New +$15.2M 7.12% 4
2024
Q2
Sell
-5,310
Closed -$553K 30
2024
Q1
$553K Buy
+5,310
New +$537K 0.24% 17

Other funds holding XLK

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

Socha Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, buying an estimated $309K and bringing the position to 142,093 shares worth $27.1M. The position accounts for 11.01% of the portfolio, ranked #5.

Socha Financial Group first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Socha Financial Group held 142,093 shares of State Street Technology Select Sector SPDR ETF worth $27.1M as of Q2 2026.
  • Socha Financial Group bought 1,808 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $309K.
  • State Street Technology Select Sector SPDR ETF made up 11.01% of Socha Financial Group's portfolio in Q2 2026, its #5 holding.
  • Socha Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Socha Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.