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

Summit Place Financial 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	$2.65M	Buy	13,922 +100	+0.7%	+$17.1K	1.16%	35
2026 Q1	$1.84M	Sell	13,822 -90	-0.6%	-$12.7K	0.88%	44
2025 Q4	$2M	Sell	13,912 -600	-4%	-$86.7K	0.97%	40
2025 Q3	$2.05M	Buy	14,512 +40	+0.3%	+$5.3K	0.96%	41
2025 Q2	$1.83M	Buy	14,472 +4,860	+51%	+$539K	0.92%	44
2025 Q1	$992K	Buy	9,612 +7,242	+306%	+$821K	0.56%	56
2024 Q4	$276K	Sell	2,370 -120	-5%	-$14K	0.16%	80
2024 Q3	$281K	Sell	2,490 -250	-9%	-$27.4K	0.16%	82
2024 Q2	$310K	Sell	2,740 -150	-5%	-$15.8K	0.18%	78
2024 Q1	$301K	Sell	2,890 -250	-8%	-$25.3K	0.18%	80
2023 Q4	$302K	Sell	3,140 -1,410	-31%	-$126K	0.2%	73
2023 Q3	$373K	Sell	4,550 -840	-16%	-$72K	0.27%	72
2023 Q2	$469K	Sell	5,390 -400	-7%	-$31.5K	0.3%	72
2023 Q1	$437K	Sell	5,790 -310	-5%	-$21.3K	0.31%	70
2022 Q4	$380K	Sell	6,100 -2,440	-29%	-$155K	0.31%	69
2022 Q3	$507K	Sell	8,540 -590	-6%	-$40.3K	0.47%	64
2022 Q2	$580K	Sell	9,130 -490	-5%	-$34.1K	0.49%	72
2022 Q1	$764K	Sell	9,620 -300	-3%	-$23.6K	0.51%	70
2021 Q4	$862K	Sell	9,920 -1,430	-13%	-$118K	0.6%	57
2021 Q3	$847K	Hold	11,350	–	–	0.62%	60
2021 Q2	$838K	Sell	11,350 -700	-6%	-$49K	0.62%	58
2021 Q1	$800K	Sell	12,050 -4,000	-25%	-$264K	0.64%	57
2020 Q4	$1.04M	Sell	16,050 -4,070	-20%	-$248K	0.9%	44
2020 Q3	$1.17M	Sell	20,120 -2,320	-10%	-$131K	1.18%	38
2020 Q2	$1.17M	Buy	+22,440	New	+$1.06M	1.85%	26

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 Place Financial Advisors's XLK Position: Q2 2026 in Review

Summit Place Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.72% in Q2 2026, buying an estimated $17.1K and bringing the position to 13,922 shares worth $2.65M. The position accounts for 1.16% of the portfolio, ranked #35.

Summit Place Financial Advisors first reported a position in XLK in Q2 2020 and has held it in 25 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Place Financial Advisors held 13,922 shares of State Street Technology Select Sector SPDR ETF worth $2.65M as of Q2 2026.
Summit Place Financial Advisors bought 100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.1K.
State Street Technology Select Sector SPDR ETF made up 1.16% of Summit Place Financial Advisors's portfolio in Q2 2026, its #35 holding.
Summit Place Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.