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

TFC Financial Management’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	$460K	Buy	2,417 +1	+0%	+$171	0.05%	91
2026 Q1	$321K	Buy	2,416 +1	+0%	+$141	0.04%	102
2025 Q4	$348K	Buy	2,415 +1	+0%	+$144	0.04%	95
2025 Q3	$340K	Buy	2,414 +2	+0.1%	+$265	0.04%	94
2025 Q2	$305K	Buy	2,412 +2	+0.1%	+$222	0.04%	102
2025 Q1	$249K	Buy	2,410 +2	+0.1%	+$227	0.04%	106
2024 Q4	$280K	Buy	2,408 +2	+0.1%	+$233	0.04%	104
2024 Q3	$272K	Buy	2,406 +2	+0.1%	+$220	0.04%	112
2024 Q2	$272K	Buy	2,404 +2	+0.1%	+$211	0.05%	98
2024 Q1	$250K	Buy	2,402 +2	+0.1%	+$202	0.04%	100
2023 Q4	$231K	Buy	2,400 +4	+0.2%	+$356	0.05%	104
2023 Q3	$196K	Buy	2,396 +2	+0.1%	+$172	0.05%	113
2023 Q2	$208K	Buy	2,394 +2	+0.1%	+$158	0.05%	105
2023 Q1	$181K	Buy	2,392 +4	+0.2%	+$275	0.05%	116
2022 Q4	$149K	Buy	2,388 +4	+0.2%	+$254	0.04%	119
2022 Q3	$142K	Hold	2,384	–	–	0.05%	110
2022 Q2	$152K	Hold	2,384	–	–	0.05%	113
2022 Q1	$189K	Hold	2,384	–	–	0.05%	106
2021 Q4	$207K	Hold	2,384	–	–	0.06%	104
2021 Q3	$178K	Hold	2,384	–	–	0.06%	107
2021 Q2	$176K	Hold	2,384	–	–	0.06%	106
2021 Q1	$158K	Hold	2,384	–	–	0.06%	106
2020 Q4	$155K	Buy	2,384 +6	+0.3%	+$365	0.07%	100
2020 Q3	$139K	Buy	+2,378	New	+$134K	0.07%	94

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

TFC Financial Management's XLK Position: Q2 2026 in Review

TFC Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 2,417 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #91.

TFC Financial Management first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 1,378 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TFC Financial Management held 2,417 shares of State Street Technology Select Sector SPDR ETF worth $460K as of Q2 2026.
TFC Financial Management bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #91 holding.
TFC Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
1,378 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.