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

Succession Financial’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	$363K	Buy	+1,906	New	+$326K	0.35%	30

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Succession Financial's XLK Position: Q2 2026 in Review

Succession Financial opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,906 shares worth $363K. The stake represents 0.35% of the portfolio and ranks #30 among its holdings.

2,563 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Succession Financial held 1,906 shares of State Street Technology Select Sector SPDR ETF worth $363K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Succession Financial position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.35% of Succession Financial's portfolio in Q2 2026, its #30 holding.
2,563 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.