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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
Q1 		$218K Sell
1,639
-145
-8% -$20.4K 0.04% 105
2025
Q4 		$257K Sell
1,784
-364
-17% -$52.6K 0.05% 113
2025
Q3 		$303K Sell
2,148
-1,238
-37% -$164K 0.05% 106
2025
Q2 		$429K Buy
3,386
+140
+4% +$15.5K 0.07% 90
2025
Q1 		$335K Sell
3,246
-382
-11% -$43.3K 0.06% 101
2024
Q4 		$422K Sell
3,628
-798
-18% -$92.8K 0.07% 100
2024
Q3 		$500K Buy
4,426
+374
+9% +$41.1K 0.08% 86
2024
Q2 		$458K Sell
4,052
-666
-14% -$70.1K 0.07% 90
2024
Q1 		$491K Sell
4,718
-884
-16% -$89.4K 0.08% 99
2023
Q4 		$539K Buy
5,602
+3,732
+200% +$332K 0.09% 85
2023
Q3 		$153K Hold
1,870
– – 0.23% 106
2023
Q2 		$163K Sell
1,870
-144
-7% -$11.3K 0.25% 75
2023
Q1 		$152K Buy
+2,014
New +$139K 0.25% 54
2022
Q1 		– Sell
-1,260
Closed -$110K – 506
2021
Q4 		$110K Sell
1,260
-342
-21% -$28.2K 0.09% 112
2021
Q3 		$120K Sell
1,602
-420
-21% -$32.4K 0.11% 142
2021
Q2 		$149K Sell
2,022
-30
-1% -$2.1K 0.12% 144
2021
Q1 		$136K Sell
2,052
-662
-24% -$43.7K 0.11% 158
2020
Q4 		$176K Buy
+2,714
New +$165K 0.14% 120
2020
Q1 		– Sell
-5,762
Closed -$264K – 329
2019
Q4 		$264K Sell
5,762
-1,732
-23% -$74.1K 0.11% 101
2019
Q3 		$302K Sell
7,494
-2,654
-26% -$106K 0.12% 111
2019
Q2 		$375K Buy
10,148
+742
+8% +$28.3K 0.19% 63
2019
Q1 		$348K Sell
9,406
-298
-3% -$10.2K 0.22% 62
2018
Q4 		$366K Sell
9,704
-2,538
-21% -$85.8K 0.09% 179
2018
Q3 		$425K Sell
12,242
-1,392
-10% -$51.1K 0.11% 146
2018
Q2 		$446K Sell
13,634
-288
-2% -$9.88K 0.11% 147
2018
Q1 		$455K Buy
13,922
+7,472
+116% +$251K 0.11% 146
2017
Q4 		$206K Buy
+6,450
New +$202K 0.05% 248

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 $374B AUM 17.66% 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

USA Financial Formulas's XLK Position: Q1 2026 in Review

USA Financial Formulas reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q1 2026, selling an estimated $20.4K and leaving 1,639 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #105.

USA Financial Formulas first reported a position in XLK in Q4 2017 and has held it in 27 quarters since. The position peaked at $539K in Q4 2023. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • USA Financial Formulas held 1,639 shares of State Street Technology Select Sector SPDR ETF worth $218K as of Q1 2026.
  • USA Financial Formulas sold 145 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $20.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of USA Financial Formulas's portfolio in Q1 2026, its #105 holding.
  • USA Financial Formulas first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
  • USA Financial Formulas's State Street Technology Select Sector SPDR ETF position peaked at $539K in Q4 2023.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.