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

Summit Financial Strategies’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	$234K	Buy	+1,230	New	+$210K	0.02%	145
2026 Q1	–	Sell	-1,428	Closed	-$206K	–	179
2025 Q4	$206K	Buy	+1,428	New	+$206K	0.02%	156
2022 Q1	–	Sell	-2,404	Closed	-$209K	–	132
2021 Q4	$209K	Buy	+2,404	New	+$198K	0.04%	120

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

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

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

Summit Financial Strategies opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,230 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in XLK as recently as Q4 2025.

Summit Financial Strategies first reported a position in XLK in Q4 2021 and has held it in 3 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Financial Strategies held 1,230 shares of State Street Technology Select Sector SPDR ETF worth $234K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Summit Financial Strategies position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #145 holding.
Summit Financial Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.