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

SYM Financial Corp’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	$259K	Hold	1,358	–	–	0.02%	300
2026 Q1	$180K	Hold	1,358	–	–	0.02%	325
2025 Q4	$196K	Hold	1,358	–	–	0.02%	325
2025 Q3	$191K	Hold	1,358	–	–	0.02%	322
2025 Q2	$172K	Hold	1,358	–	–	0.02%	314
2025 Q1	$140K	Sell	1,358 -52	-4%	-$5.89K	0.02%	276
2024 Q4	$164K	Buy	1,410 +52	+4%	+$6.05K	0.02%	244
2024 Q3	$153K	Hold	1,358	–	–	0.02%	192
2024 Q2	$154K	Hold	1,358	–	–	0.02%	169
2024 Q1	$141K	Buy	+1,358	New	+$137K	0.02%	103
2020 Q1	–	Sell	-464	Closed	-$21K	–	102
2019 Q4	$21K	Buy	+464	New	+$19.9K	0.01%	79

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

SYM Financial Corp's XLK Position: Q2 2026 in Review

SYM Financial Corp held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,358 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #300.

SYM Financial Corp first reported a position in XLK in Q4 2019 and has held it in 11 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SYM Financial Corp held 1,358 shares of State Street Technology Select Sector SPDR ETF worth $259K as of Q2 2026.
SYM Financial Corp left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #300 holding.
SYM Financial Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.