Stonebridge Financial Group (Pennsylvania)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$29.5M	Buy	154,622 +151,959	+5,706%	+$26M	2.23%	11
2026 Q1	$354K	Buy	2,663 +1,104	+71%	+$156K	0.03%	198
2025 Q4	$224K	Sell	1,559 -190,417	-99%	-$27.5M	0.02%	234
2025 Q3	$27.1M	Sell	191,976 -6,198	-3%	-$821K	2.38%	12
2025 Q2	$25.1M	Buy	198,174 +197,304	+22,679%	+$21.9M	2.44%	13
2025 Q1	$89.7K	Sell	870 -192,190	-100%	-$21.8M	0.01%	307
2024 Q4	$22.4M	Buy	+193,060	New	+$22.5M	2.47%	9

Other funds holding XLK

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLK Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5,706% in Q2 2026, buying an estimated $26M and bringing the position to 154,622 shares worth $29.5M. The position accounts for 2.23% of the portfolio, ranked #11.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,338 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 154,622 shares of State Street Technology Select Sector SPDR ETF worth $29.5M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 151,959 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $26M.
State Street Technology Select Sector SPDR ETF made up 2.23% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #11 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,338 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.