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

XML 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	$3.69M	Buy	19,360 +2,599	+16%	+$444K	0.27%	86
2026 Q1	$2.23M	Buy	16,761 +2,778	+20%	+$391K	0.18%	113
2025 Q4	$2.01M	Sell	13,983 -1,389	-9%	-$201K	0.16%	122
2025 Q3	$2.17M	Buy	15,372 +6	+0%	+$795	0.18%	118
2025 Q2	$1.95M	Sell	15,366 -1,238	-7%	-$137K	0.17%	121
2025 Q1	$1.71M	Buy	16,604 +160	+1%	+$18.1K	0.16%	123
2024 Q4	$1.91M	Sell	16,444 -108	-0.7%	-$12.6K	0.18%	122
2024 Q3	$1.87M	Buy	16,552 +68	+0.4%	+$7.46K	0.17%	122
2024 Q2	$1.86M	Buy	16,484 +812	+5%	+$85.5K	0.19%	118
2024 Q1	$1.63M	Sell	15,672 -1,580	-9%	-$160K	0.17%	127
2023 Q4	$1.66M	Buy	17,252 +500	+3%	+$44.5K	0.18%	122
2023 Q3	$1.37M	Sell	16,752 -3,798	-18%	-$326K	0.16%	127
2023 Q2	$1.79M	Sell	20,550 -6,060	-23%	-$478K	0.21%	111
2023 Q1	$2.01M	Sell	26,610 -2,768	-9%	-$190K	0.24%	105
2022 Q4	$1.83M	Sell	29,378 -1,046	-3%	-$66.4K	0.23%	108
2022 Q3	$1.81M	Buy	30,424 +24	+0.1%	+$1.64K	0.25%	98
2022 Q2	$1.93M	Sell	30,400 -510	-2%	-$35.5K	0.44%	51
2022 Q1	$2.46M	Buy	30,910 +11,344	+58%	+$891K	0.29%	92
2021 Q4	$1.7M	Buy	19,566 +2,958	+18%	+$244K	0.2%	114
2021 Q3	$1.24M	Buy	16,608 +6	+0%	+$463	0.17%	130
2021 Q2	$1.23M	Sell	16,602 -24	-0.1%	-$1.68K	0.27%	74
2021 Q1	$1.1M	Sell	16,626 -1,024	-6%	-$67.6K	0.27%	76
2020 Q4	$1.15M	Buy	17,650 +3,574	+25%	+$218K	0.3%	71
2020 Q3	$821K	Sell	14,076 -1,702	-11%	-$96.2K	0.26%	84
2020 Q2	$824K	Sell	15,778 -1,002	-6%	-$47.1K	0.29%	73
2020 Q1	$674K	Sell	16,780 -10,002	-37%	-$456K	0.29%	78
2019 Q4	$1.23M	Buy	+26,782	New	+$1.15M	0.45%	54

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

XML Financial's XLK Position: Q2 2026 in Review

XML Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, buying an estimated $444K and bringing the position to 19,360 shares worth $3.69M. The position accounts for 0.27% of the portfolio, ranked #86.

XML Financial first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

XML Financial held 19,360 shares of State Street Technology Select Sector SPDR ETF worth $3.69M as of Q2 2026.
XML Financial bought 2,599 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $444K.
State Street Technology Select Sector SPDR ETF made up 0.27% of XML Financial's portfolio in Q2 2026, its #86 holding.
XML Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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