Summit Wealth Group (Colorado)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit Wealth Group (Colorado)’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	$665K	Buy	3,489 +3	+0.1%	+$513	0.06%	178
2026 Q1	$463K	Buy	3,486 +165	+5%	+$23.3K	0.05%	189
2025 Q4	$478K	Buy	+3,321	New	+$480K	0.06%	149
2025 Q3	–	Sell	-3,516	Closed	-$445K	–	640
2025 Q2	$445K	Buy	+3,516	New	+$390K	0.11%	143

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 Wealth Group (Colorado)'s XLK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q2 2026, buying an estimated $513 and bringing the position to 3,489 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #178.

Summit Wealth Group (Colorado) first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Summit Wealth Group (Colorado) held 3,489 shares of State Street Technology Select Sector SPDR ETF worth $665K as of Q2 2026.
Summit Wealth Group (Colorado) bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #178 holding.
Summit Wealth Group (Colorado) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.