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USA FINANCIAL FORMULAS’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

USA FINANCIAL FORMULAS’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 		$209K Buy
+1,098
New +$188K 0.04% 133

Other funds holding XLK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLK Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,098 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings.

1,574 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,098 shares of State Street Technology Select Sector SPDR ETF worth $209K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #133 holding.
  • 1,574 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.