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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Consulting's XLK Position: Q1 2026 in Review

Summit Financial Consulting increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2026, buying an estimated $141K and bringing the position to 10,077 shares worth $1.34M. The position accounts for 0.96% of the portfolio, ranked #14.

Summit Financial Consulting first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Summit Financial Consulting held 10,077 shares of State Street Technology Select Sector SPDR ETF worth $1.34M as of Q1 2026.
Summit Financial Consulting bought 1,001 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $141K.
State Street Technology Select Sector SPDR ETF made up 0.96% of Summit Financial Consulting's portfolio in Q1 2026, its #14 holding.
Summit Financial Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.