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

Summit Financial Consulting’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	$1.51M	Sell	7,921 -2,156	-21%	-$368K	1.02%	16
2026 Q1	$1.34M	Buy	10,077 +1,001	+11%	+$141K	0.96%	14
2025 Q4	$1.31M	Buy	9,076 +1,340	+17%	+$194K	0.95%	14
2025 Q3	$1.09M	Buy	7,736 +1,280	+20%	+$170K	0.87%	17
2025 Q2	$817K	Sell	6,456 -2,052	-24%	-$228K	0.73%	17
2025 Q1	$878K	Buy	+8,508	New	+$965K	0.82%	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

Summit Financial Consulting's XLK Position: Q2 2026 in Review

Summit Financial Consulting reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q2 2026, selling an estimated $368K and leaving 7,921 shares worth $1.51M. The position accounts for 1.02% of the portfolio, ranked #16.

Summit Financial Consulting first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Financial Consulting held 7,921 shares of State Street Technology Select Sector SPDR ETF worth $1.51M as of Q2 2026.
Summit Financial Consulting sold 2,156 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $368K.
State Street Technology Select Sector SPDR ETF made up 1.02% of Summit Financial Consulting's portfolio in Q2 2026, its #16 holding.
Summit Financial Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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