Squire Investment Management Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Squire Investment Management Company’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	$385K	Sell	2,019 -458	-18%	-$78.3K	0.09%	64
2026 Q1	$329K	Buy	2,477 +3	+0.1%	+$423	0.09%	59
2025 Q4	$356K	Buy	2,474 +4	+0.2%	+$578	0.11%	58
2025 Q3	$348K	Buy	+2,470	New	+$327K	0.11%	56

Other funds holding XLK

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Squire Investment Management Company's XLK Position: Q2 2026 in Review

Squire Investment Management Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, selling an estimated $78.3K and leaving 2,019 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #64.

Squire Investment Management Company first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,192 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Squire Investment Management Company held 2,019 shares of State Street Technology Select Sector SPDR ETF worth $385K as of Q2 2026.
Squire Investment Management Company sold 458 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $78.3K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Squire Investment Management Company's portfolio in Q2 2026, its #64 holding.
Squire Investment Management Company first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,192 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.