Strategic Financial Concepts’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Strategic Financial Concepts’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	$1.46M	Sell	7,654 -334	-4%	-$57.1K	0.43%	61
2026 Q1	$1.06M	Buy	+7,988	New	+$1.13M	0.26%	87
2025 Q4	–	Sell	-7,742	Closed	-$1.09M	–	310
2025 Q3	$1.09M	Sell	7,742 -190	-2%	-$25.2K	0.16%	72
2025 Q2	$1M	Sell	7,932 -2,426	-23%	-$269K	0.14%	85
2025 Q1	$1.07M	Sell	10,358 -524	-5%	-$59.4K	0.2%	114
2024 Q4	$1.27M	Buy	10,882 +754	+7%	+$87.7K	0.24%	88
2024 Q3	$1.14M	Sell	10,128 -2,213,822	-100%	-$243M	0.36%	57
2024 Q2	$85.6K	Buy	2,223,950 +2,212,486	+19,299%	+$233M	0.05%	195
2024 Q1	$1.19M	Buy	+11,464	New	+$1.16M	0.29%	79
2023 Q4	–	Sell	-8,620	Closed	-$707K	–	275
2023 Q3	$707K	Sell	8,620 -1,658	-16%	-$142K	0.24%	101
2023 Q2	$893K	Sell	10,278 -8,428	-45%	-$664K	0.33%	77
2023 Q1	$1.41M	Buy	+18,706	New	+$1.29M	0.57%	47

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 Financial Concepts's XLK Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, selling an estimated $57.1K and leaving 7,654 shares worth $1.46M. The position accounts for 0.43% of the portfolio, ranked #61.

Strategic Financial Concepts first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Financial Concepts held 7,654 shares of State Street Technology Select Sector SPDR ETF worth $1.46M as of Q2 2026.
Strategic Financial Concepts sold 334 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $57.1K.
State Street Technology Select Sector SPDR ETF made up 0.43% of Strategic Financial Concepts's portfolio in Q2 2026, its #61 holding.
Strategic Financial Concepts first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.