Summit Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$854K Sell
4,482
-218
-5% -$37.2K 0.11% 85
2026
Q1
$625K Buy
4,700
+2,900
+161% +$409K 0.09% 93
2025
Q4
$259K Buy
+1,800
New +$260K 0.04% 151

Other funds holding XLK

Summit Asset Management's XLK Position: Q2 2026 in Review

Summit Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, selling an estimated $37.2K and leaving 4,482 shares worth $854K. The position accounts for 0.11% of the portfolio, ranked #85.

Summit Asset Management first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Summit Asset Management held 4,482 shares of State Street Technology Select Sector SPDR ETF worth $854K as of Q2 2026.
  • Summit Asset Management sold 218 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Summit Asset Management's portfolio in Q2 2026, its #85 holding.
  • Summit Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.