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

Sovereign 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	$1.12M	Sell	5,873 -118	-2%	-$20.2K	0.17%	104
2026 Q1	$796K	Buy	5,991 +167	+3%	+$23.5K	0.14%	140
2025 Q4	$838K	Sell	5,824 -170	-3%	-$24.6K	0.14%	132
2025 Q3	$845K	Buy	5,994 +300	+5%	+$39.7K	0.16%	122
2025 Q2	$721K	Buy	5,694 +570	+11%	+$63.3K	0.15%	126
2025 Q1	$529K	Buy	5,124 +1,290	+34%	+$146K	0.12%	151
2024 Q4	$446K	Hold	3,834	–	–	0.1%	183
2024 Q3	$433K	Hold	3,834	–	–	0.1%	176
2024 Q2	$434K	Sell	3,834 -278	-7%	-$29.3K	0.11%	172
2024 Q1	$428K	Buy	4,112 +642	+19%	+$64.9K	0.11%	172
2023 Q4	$334K	Sell	3,470 -58	-2%	-$5.16K	0.1%	177
2023 Q3	$289K	Sell	3,528 -800	-18%	-$68.6K	0.1%	179
2023 Q2	$376K	Buy	4,328 +102	+2%	+$8.04K	0.12%	164
2023 Q1	$319K	Buy	4,226 +28	+0.7%	+$1.93K	0.12%	173
2022 Q4	$261K	Hold	4,198	–	–	0.1%	183
2022 Q3	$249K	Buy	4,198 +2	+0%	+$136	0.1%	175
2022 Q2	$267K	Buy	4,196 +2	+0%	+$139	0.11%	168
2022 Q1	$333K	Buy	4,194 +800	+24%	+$62.8K	0.12%	158
2021 Q4	$295K	Buy	3,394 +190	+6%	+$15.6K	0.12%	162
2021 Q3	$239K	Sell	3,204 -500	-13%	-$38.6K	0.14%	142
2021 Q2	$246K	Hold	3,704	–	–	0.15%	132
2021 Q1	$246K	Buy	+3,704	New	+$244K	0.15%	132

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sovereign Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $20.2K and leaving 5,873 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #104.

Sovereign Financial Group first reported a position in XLK in Q1 2021 and has held it in 22 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sovereign Financial Group held 5,873 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Sovereign Financial Group sold 118 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Sovereign Financial Group's portfolio in Q2 2026, its #104 holding.
Sovereign Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.