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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.36M Buy
7,192
+1,604
+29% +$274K 0.15% 109
2026
Q1
$740K Buy
5,588
+496
+10% +$69.9K 0.1% 134
2025
Q4
$734K Buy
+5,092
New +$735K 0.1% 128
2025
Q3
Sell
-5,760
Closed -$577K 289
2025
Q2
$577K Buy
+5,760
New +$639K 0.08% 142

Other funds holding XLK

Symphony Financial's XLK Position: Q2 2026 in Review

Symphony Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q2 2026, buying an estimated $274K and bringing the position to 7,192 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #109.

Symphony Financial 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.

  • Symphony Financial held 7,192 shares of State Street Technology Select Sector SPDR ETF worth $1.36M as of Q2 2026.
  • Symphony Financial bought 1,604 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $274K.
  • State Street Technology Select Sector SPDR ETF made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #109 holding.
  • Symphony Financial 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 Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.