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

Tull Financial 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
Q1 		$245K Buy
1,841
+102
+6% +$14.4K 0.11% 28
2025
Q4 		$250K Buy
1,739
+63
+4% +$9.1K 0.11% 28
2025
Q3 		$236K Buy
1,676
+2
+0.1% +$265 0.1% 30
2025
Q2 		$212K Buy
+1,674
New +$186K 0.1% 33

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tull Financial Group's XLK Position: Q1 2026 in Review

Tull Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.9% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,841 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #28.

Tull Financial Group first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Tull Financial Group held 1,841 shares of State Street Technology Select Sector SPDR ETF worth $245K as of Q1 2026.
  • Tull Financial Group bought 102 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $14.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Tull Financial Group's portfolio in Q1 2026, its #28 holding.
  • Tull Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Tull Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $250K in Q4 2025.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.