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

Summit Financial’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 		$23M Sell
120,843
-1,496
-1% -$256K 0.25% 79
2026
Q1 		$16.3M Buy
122,339
+26,658
+28% +$3.76M 0.21% 88
2025
Q4 		$13.8M Sell
95,681
-1,573
-2% -$227K 0.2% 98
2025
Q3 		$13.7M Buy
97,254
+7,182
+8% +$951K 0.21% 91
2025
Q2 		$11.4M Buy
90,072
+10,902
+14% +$1.21M 0.26% 69
2025
Q1 		$8.17M Buy
79,170
+27,018
+52% +$3.06M 0.23% 80
2024
Q4 		$6.06M Sell
52,152
-9,800
-16% -$1.14M 0.21% 91
2024
Q3 		$6.99M Buy
61,952
+20,464
+49% +$2.25M 0.27% 64
2024
Q2 		$4.69M Buy
41,488
+25,852
+165% +$2.72M 0.21% 79
2024
Q1 		$1.63M Buy
15,636
+10,658
+214% +$1.08M 0.1% 120
2023
Q4 		$479K Buy
4,978
+194
+4% +$17.3K 0.03% 248
2023
Q3 		$392K Sell
4,784
-22
-0.5% -$1.89K 0.03% 267
2023
Q2 		$418K Buy
4,806
+1,124
+31% +$88.6K 0.03% 251
2023
Q1 		$278K Sell
3,682
-134
-4% -$9.22K 0.02% 217
2022
Q4 		$237K Sell
3,816
-86
-2% -$5.46K 0.02% 221
2022
Q3 		$232K Buy
+3,902
New +$266K 0.02% 229
2022
Q2 		– Sell
-2,916
Closed -$232K – 256
2022
Q1 		$232K Buy
+2,916
New +$229K 0.02% 235

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's XLK Position: Q2 2026 in Review

Summit Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, selling an estimated $256K and leaving 120,843 shares worth $23M. The position accounts for 0.25% of the portfolio, ranked #79.

Summit Financial first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Summit Financial held 120,843 shares of State Street Technology Select Sector SPDR ETF worth $23M as of Q2 2026.
  • Summit Financial sold 1,496 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $256K.
  • State Street Technology Select Sector SPDR ETF made up 0.25% of Summit Financial's portfolio in Q2 2026, its #79 holding.
  • Summit Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 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's 13F filing for Q2 2026, filed 12 Aug 2026.