Transcendent Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Transcendent Capital Group’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	$419K	Hold	2,200	–	–	0.16%	100
2026 Q1	$292K	Sell	2,200 -8	-0.4%	-$1.13K	0.13%	96
2025 Q4	$318K	Hold	2,208	–	–	0.14%	92
2025 Q3	$311K	Hold	2,208	–	–	0.14%	98
2025 Q2	$280K	Hold	2,208	–	–	0.14%	87
2025 Q1	$228K	Hold	2,208	–	–	0.13%	80
2024 Q4	$257K	Hold	2,208	–	–	0.13%	87
2024 Q3	$249K	Sell	2,208 -40	-2%	-$4.39K	0.13%	96
2024 Q2	$254K	Buy	2,248 +48	+2%	+$5.05K	0.15%	78
2024 Q1	$229K	Hold	2,200	–	–	0.13%	83
2023 Q4	$212K	Buy	+2,200	New	+$196K	0.14%	73

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 22.96% 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

Transcendent Capital Group's XLK Position: Q2 2026 in Review

Transcendent Capital Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,200 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #100.

Transcendent Capital Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Transcendent Capital Group held 2,200 shares of State Street Technology Select Sector SPDR ETF worth $419K as of Q2 2026.
Transcendent Capital Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.16% of Transcendent Capital Group's portfolio in Q2 2026, its #100 holding.
Transcendent Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.