SS&H Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SS&H Financial 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	$511K	Buy	+2,682	New	+$458K	0.13%	96
2025 Q4	$473K	Hold	3,282	–	–	0.14%	97
2025 Q3	$463K	Sell	3,282 -582	-15%	-$77.1K	0.14%	98
2025 Q2	$489K	Sell	3,864 -2,184	-36%	-$242K	0.16%	89
2025 Q1	$624K	Sell	6,048 -2,184	-27%	-$248K	0.23%	80
2024 Q4	$958K	Hold	8,232	–	–	0.35%	66
2024 Q3	$929K	Sell	8,232 -500	-6%	-$54.9K	0.34%	68
2024 Q2	$988K	Hold	8,732	–	–	0.39%	61
2024 Q1	$909K	Hold	8,732	–	–	0.38%	59
2023 Q4	$840K	Hold	8,732	–	–	0.36%	64
2023 Q3	$716K	Buy	+8,732	New	+$749K	0.34%	66
2023 Q1	$659K	Buy	+8,732	New	+$601K	0.3%	73

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

SS&H Financial Advisors's XLK Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,682 shares worth $511K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in XLK as recently as Q4 2025.

SS&H Financial Advisors first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. The position peaked at $988K in Q2 2024. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SS&H Financial Advisors held 2,682 shares of State Street Technology Select Sector SPDR ETF worth $511K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new SS&H Financial Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.13% of SS&H Financial Advisors's portfolio in Q2 2026, its #96 holding.
SS&H Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
SS&H Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $988K in Q2 2024.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.