Stonebridge Financial Group, LLC/CA’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.45M	Buy	+7,605	New	+$1.3M	0.2%	83

Other funds holding XLK

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's XLK Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 7,605 shares worth $1.45M. The stake represents 0.2% of the portfolio and ranks #83 among its holdings.

2,327 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 7,605 shares of State Street Technology Select Sector SPDR ETF worth $1.45M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.2% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #83 holding.
2,327 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.