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

Worth Financial Advisory 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	$879K	Buy	+4,614	New	+$788K	0.37%	71
2026 Q1	–	Sell	-5,616	Closed	-$809K	–	192
2025 Q4	$809K	Hold	5,616	–	–	0.39%	63
2025 Q3	$792K	Sell	5,616 -4	-0.1%	-$530	0.44%	56
2025 Q2	$712K	Sell	5,620 -202	-3%	-$22.4K	0.44%	54
2025 Q1	$601K	Sell	5,822 -314	-5%	-$35.6K	0.38%	66
2024 Q4	$713K	Hold	6,136	–	–	0.44%	57
2024 Q3	$693K	Buy	6,136 +30	+0.5%	+$3.29K	0.41%	63
2024 Q2	$691K	Sell	6,106 -462	-7%	-$48.6K	0.45%	55
2024 Q1	$684K	Sell	6,568 -24	-0.4%	-$2.43K	0.47%	59
2023 Q4	$634K	Sell	6,592 -310	-4%	-$27.6K	0.51%	53
2023 Q3	$566K	Buy	6,902 +50	+0.7%	+$4.29K	0.51%	54
2023 Q2	$596K	Sell	6,852 -220	-3%	-$17.3K	0.55%	49
2023 Q1	$534K	Buy	7,072 +198	+3%	+$13.6K	0.51%	61
2022 Q4	$428K	Buy	+6,874	New	+$437K	0.5%	56

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Worth Financial Advisory Group's XLK Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 4,614 shares worth $879K. The stake represents 0.37% of the portfolio and ranks #71 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in XLK as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Worth Financial Advisory Group held 4,614 shares of State Street Technology Select Sector SPDR ETF worth $879K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Worth Financial Advisory Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.37% of Worth Financial Advisory Group's portfolio in Q2 2026, its #71 holding.
Worth Financial Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.