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

Whelan 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	$267K	Buy	+1,404	New	+$240K	0.07%	85
2026 Q1	–	Sell	-1,404	Closed	-$202K	–	100
2025 Q4	$202K	Buy	+1,404	New	+$203K	0.06%	92

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

Whelan Financial's XLK Position: Q2 2026 in Review

Whelan Financial opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,404 shares worth $267K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Whelan Financial previously reported a position in XLK as recently as Q4 2025.

Whelan Financial first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Whelan Financial held 1,404 shares of State Street Technology Select Sector SPDR ETF worth $267K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Whelan Financial position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #85 holding.
Whelan Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.