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

TLWM 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	$289K	Hold	1,518	–	–	0.05%	69
2026 Q1	$202K	Sell	1,518 -742	-33%	-$105K	0.04%	69
2025 Q4	$325K	Buy	2,260 +812	+56%	+$117K	0.06%	66
2025 Q3	$204K	Buy	+1,448	New	+$192K	0.04%	73
2025 Q2	–	Sell	-161,308	Closed	-$16.7M	–	76
2025 Q1	$16.7M	Buy	161,308 +1,542	+1%	+$175K	3.33%	11
2024 Q4	$18.6M	Buy	+159,766	New	+$18.6M	3.65%	10

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

TLWM Financial's XLK Position: Q2 2026 in Review

TLWM Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,518 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #69.

TLWM Financial first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.6M in Q4 2024. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TLWM Financial held 1,518 shares of State Street Technology Select Sector SPDR ETF worth $289K as of Q2 2026.
TLWM Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of TLWM Financial's portfolio in Q2 2026, its #69 holding.
TLWM Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
TLWM Financial's State Street Technology Select Sector SPDR ETF position peaked at $18.6M in Q4 2024.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.