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

Summit Financial Wealth Advisors’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	$1.42M	Hold	7,457	–	–	0.18%	69
2026 Q1	$991K	Buy	7,457 +74	+1%	+$10.4K	0.14%	75
2025 Q4	$1.06M	Buy	7,383 +85	+1%	+$12.3K	0.15%	75
2025 Q3	$1.04M	Hold	7,298	–	–	0.16%	65
2025 Q2	$924K	Hold	7,298	–	–	0.17%	66
2025 Q1	$753K	Buy	7,298 +112	+2%	+$12.7K	0.15%	69
2024 Q4	$818K	Buy	7,186 +16	+0.2%	+$1.86K	0.16%	68
2024 Q3	$809K	Hold	7,170	–	–	0.15%	68
2024 Q2	$811K	Hold	7,170	–	–	0.16%	64
2024 Q1	$747K	Buy	7,170 +170	+2%	+$17.2K	0.15%	66
2023 Q4	$674K	Hold	7,000	–	–	0.15%	67
2023 Q3	$612K	Sell	7,000 -600	-8%	-$51.5K	0.15%	65
2023 Q2	$661K	Hold	7,600	–	–	0.15%	66
2023 Q1	$574K	Sell	7,600 -54	-0.7%	-$3.72K	0.14%	74
2022 Q4	$476K	Sell	7,654 -200	-3%	-$12.7K	0.12%	82
2022 Q3	$488K	Hold	7,854	–	–	0.14%	73
2022 Q2	$535K	Buy	7,854 +54	+0.7%	+$3.76K	0.13%	76
2022 Q1	$620K	Sell	7,800 -54	-0.7%	-$4.24K	0.13%	69
2021 Q4	$682K	Sell	7,854 -306	-4%	-$25.2K	0.13%	69
2021 Q3	$609K	Hold	8,160	–	–	0.14%	71
2021 Q2	$602K	Sell	8,160 -54	-0.7%	-$3.78K	0.14%	69
2021 Q1	$534K	Buy	8,214 +54	+0.7%	+$3.56K	0.14%	68
2020 Q4	$476K	Sell	8,160 -254	-3%	-$15.5K	0.13%	67
2020 Q3	$468K	Sell	8,414 -6,400	-43%	-$362K	0.12%	72
2020 Q2	$798K	Sell	14,814 -3,206	-18%	-$151K	0.21%	57
2020 Q1	$754K	Buy	18,020 +68	+0.4%	+$3.1K	0.24%	54
2019 Q4	$854K	Buy	17,952 +2,742	+18%	+$117K	0.21%	65
2019 Q3	$620K	Hold	15,210	–	–	0.15%	88
2019 Q2	$593K	Hold	15,210	–	–	0.15%	96
2019 Q1	$577K	Buy	15,210 +430	+3%	+$14.7K	0.15%	82
2018 Q4	$458K	Buy	14,780 +2,420	+20%	+$81.9K	0.15%	83
2018 Q3	$430K	Buy	12,360 +2,900	+31%	+$106K	0.13%	88
2018 Q2	$309K	Hold	9,460	–	–	0.1%	104
2018 Q1	$309K	Sell	9,460 -440	-4%	-$14.8K	0.1%	107
2017 Q4	$317K	Sell	9,900 -2,000	-17%	-$62.7K	0.11%	100
2017 Q3	$352K	Sell	11,900 -1,004	-8%	-$28.9K	0.13%	102
2017 Q2	$353K	Hold	12,904	–	–	0.14%	106
2017 Q1	$344K	Sell	12,904 -1,700	-12%	-$43.8K	0.15%	108
2016 Q4	$353K	Sell	14,604 -3,000	-17%	-$71.6K	0.16%	106
2016 Q3	$421K	Sell	17,604 -21,630	-55%	-$503K	0.18%	100
2016 Q2	$851K	Sell	39,234 -13,370	-25%	-$290K	0.36%	66
2016 Q1	$1.17M	Buy	52,604 +4,460	+9%	+$92.2K	0.51%	48
2015 Q4	$1.03M	Buy	48,144 +11,934	+33%	+$257K	0.47%	53
2015 Q3	$715K	Buy	36,210 +6,950	+24%	+$143K	0.46%	44
2015 Q2	$605K	Sell	29,260 -1,610	-5%	-$34.4K	0.37%	49
2015 Q1	$660K	Buy	30,870 +300	+1%	+$6.25K	0.45%	38
2014 Q4	$632K	Buy	+30,570	New	+$620K	0.44%	39

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Summit Financial Wealth Advisors's XLK Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,457 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #69.

Summit Financial Wealth Advisors first reported a position in XLK in Q4 2014 and has held it in 47 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Financial Wealth Advisors held 7,457 shares of State Street Technology Select Sector SPDR ETF worth $1.42M as of Q2 2026.
Summit Financial Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Summit Financial Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.