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 Q2	$320K	Sell	1,682 -840	-33%	-$144K	0.1%	82
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

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 22.9% 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

Tandem Financial's XLK Position: Q2 2026 in Review

Tandem Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q2 2026, selling an estimated $144K and leaving 1,682 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #82.

Tandem Financial first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $732K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Tandem Financial held 1,682 shares of State Street Technology Select Sector SPDR ETF worth $320K as of Q2 2026.
Tandem Financial sold 840 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Tandem Financial's portfolio in Q2 2026, its #82 holding.
Tandem Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Tandem Financial's State Street Technology Select Sector SPDR ETF position peaked at $732K in Q3 2025.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.