Stokes Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stokes Family Office’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	$297K	Buy	+1,558	New	+$266K	0.03%	228
2026 Q1	–	Sell	-1,614	Closed	-$232K	–	323
2025 Q4	$232K	Buy	1,614 +114	+8%	+$16.5K	0.02%	277
2025 Q3	$211K	Buy	+1,500	New	+$199K	0.02%	253
2023 Q4	–	Sell	-2,808	Closed	-$230K	–	347
2023 Q3	$230K	Hold	2,808	–	–	0.03%	285
2023 Q2	$244K	Buy	2,808 +72	+3%	+$5.67K	0.03%	269
2023 Q1	$207K	Buy	+2,736	New	+$188K	0.03%	271
2022 Q2	–	Sell	-2,736	Closed	-$217K	–	292
2022 Q1	$217K	Hold	2,736	–	–	0.03%	237
2021 Q4	$238K	Hold	2,736	–	–	0.03%	221
2021 Q3	$204K	Hold	2,736	–	–	0.03%	219
2021 Q2	$202K	Buy	+2,736	New	+$192K	0.03%	210

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

Stokes Family Office's XLK Position: Q2 2026 in Review

Stokes Family Office opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,558 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings. This is a return to the name: Stokes Family Office previously reported a position in XLK as recently as Q4 2025.

Stokes Family Office first reported a position in XLK in Q2 2021 and has held it in 10 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stokes Family Office held 1,558 shares of State Street Technology Select Sector SPDR ETF worth $297K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Stokes Family Office position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #228 holding.
Stokes Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.