Teamwork Financial Advisors’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
$261K Sell
1,371
-904
-40% -$154K 0.02% 167
2026
Q1
$302K Buy
2,275
+868
+62% +$122K 0.03% 180
2025
Q4
$203K Buy
+1,407
New +$203K 0.02% 194
2024
Q4
Sell
-12,128
Closed -$1.37M 200
2024
Q3
$1.37M Buy
12,128
+238
+2% +$26.1K 0.19% 66
2024
Q2
$1.35M Buy
11,890
+3,104
+35% +$327K 0.2% 66
2024
Q1
$915K Sell
8,786
-376
-4% -$38K 0.14% 79
2023
Q4
$882K Sell
9,162
-778
-8% -$69.3K 0.15% 72
2023
Q3
$815K Buy
9,940
+1,722
+21% +$148K 0.13% 100
2023
Q2
$714K Buy
+8,218
New +$648K 0.12% 101

Other funds holding XLK

Teamwork Financial Advisors's XLK Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 40% in Q2 2026, selling an estimated $154K and leaving 1,371 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #167.

Teamwork Financial Advisors first reported a position in XLK in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Teamwork Financial Advisors held 1,371 shares of State Street Technology Select Sector SPDR ETF worth $261K as of Q2 2026.
  • Teamwork Financial Advisors sold 904 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Teamwork Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
  • Teamwork Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.37M in Q3 2024.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.