Strategic Family Wealth Counselors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Strategic Family Wealth Counselors’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	$305K	Hold	1,600	–	–	0.07%	142
2026 Q1	$213K	Hold	1,600	–	–	0.06%	150
2025 Q4	$227K	Hold	1,600	–	–	0.05%	201
2025 Q3	$225K	Hold	1,600	–	–	0.06%	141
2025 Q2	$203K	Buy	+1,600	New	+$178K	0.06%	141

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Family Wealth Counselors's XLK Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,600 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #142.

Strategic Family Wealth Counselors first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Family Wealth Counselors held 1,600 shares of State Street Technology Select Sector SPDR ETF worth $305K as of Q2 2026.
Strategic Family Wealth Counselors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #142 holding.
Strategic Family Wealth Counselors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.