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

Tandem Financial’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 Q1	$335K	Buy	+2,522	New	+$355K	0.11%	80
2025 Q4	–	Sell	-5,192	Closed	-$732K	–	94
2025 Q3	$732K	Buy	+5,192	New	+$688K	0.27%	56

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tandem Financial's XLK Position: Q1 2026 in Review

Tandem Financial opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 2,522 shares worth $335K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings. This is a return to the name: Tandem Financial previously reported a position in XLK as recently as Q3 2025.

Tandem Financial first reported a position in XLK in Q3 2025 and has held it in 2 quarters since. The position peaked at $732K in Q3 2025. 2,412 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Tandem Financial held 2,522 shares of State Street Technology Select Sector SPDR ETF worth $335K as of Q1 2026.
State Street Technology Select Sector SPDR ETF was a new Tandem Financial position in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Tandem Financial's portfolio in Q1 2026, its #80 holding.
Tandem Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
Tandem Financial's State Street Technology Select Sector SPDR ETF position peaked at $732K in Q3 2025.
2,412 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.