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

Summit Global Investments’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	$289K	Buy	1,517 +1	+0.1%	+$171	0.02%	454
2026 Q1	$201K	Buy	1,516 +1	+0.1%	+$141	0.01%	476
2025 Q4	$218K	Buy	+1,515	New	+$219K	0.01%	458

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 Global Investments's XLK Position: Q2 2026 in Review

Summit Global Investments increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.07% in Q2 2026, buying an estimated $171 and bringing the position to 1,517 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #454.

Summit Global Investments first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Global Investments held 1,517 shares of State Street Technology Select Sector SPDR ETF worth $289K as of Q2 2026.
Summit Global Investments bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #454 holding.
Summit Global Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.