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

Strategic Financial Partners’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	$5.47M	Buy	28,714 +5,585	+24%	+$954K	2.06%	11
2026 Q1	$3.07M	Sell	23,129 -5,211	-18%	-$734K	1.33%	19
2025 Q4	$4.08M	Sell	28,340 -986	-3%	-$142K	1.77%	14
2025 Q3	$4.13M	Buy	+29,326	New	+$3.88M	1.89%	11
2025 Q2	–	Sell	-24,840	Closed	-$2.56M	–	79
2025 Q1	$2.56M	Sell	24,840 -3,516	-12%	-$399K	1.35%	17
2024 Q4	$3.3M	Buy	28,356 +2,160	+8%	+$251K	1.68%	16
2024 Q3	$2.96M	Sell	26,196 -338	-1%	-$37.1K	1.51%	17
2024 Q2	$3M	Buy	26,534 +2,416	+10%	+$254K	1.65%	15
2024 Q1	$2.51M	Sell	24,118 -1,770	-7%	-$179K	1.39%	17
2023 Q4	$2.49M	Buy	+25,888	New	+$2.3M	1.45%	17

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

Strategic Financial Partners's XLK Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q2 2026, buying an estimated $954K and bringing the position to 28,714 shares worth $5.47M. The position accounts for 2.06% of the portfolio, ranked #11.

Strategic Financial Partners first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Financial Partners held 28,714 shares of State Street Technology Select Sector SPDR ETF worth $5.47M as of Q2 2026.
Strategic Financial Partners bought 5,585 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $954K.
State Street Technology Select Sector SPDR ETF made up 2.06% of Strategic Financial Partners's portfolio in Q2 2026, its #11 holding.
Strategic Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.