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

Zhang 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	$2.91M	Buy	15,287 +1,014	+7%	+$173K	0.09%	115
2026 Q1	$1.9M	Sell	14,273 -814	-5%	-$115K	0.07%	137
2025 Q4	$2.17M	Buy	15,087 +1,031	+7%	+$149K	0.08%	114
2025 Q3	$1.98M	Sell	14,056 -294	-2%	-$38.9K	0.08%	124
2025 Q2	$1.82M	Buy	14,350 +1,154	+9%	+$128K	0.08%	120
2025 Q1	$1.36M	Buy	13,196 +738	+6%	+$83.7K	0.07%	133
2024 Q4	$1.45M	Buy	12,458 +30	+0.2%	+$3.49K	0.08%	124
2024 Q3	$1.4M	Hold	12,428	–	–	0.09%	120
2024 Q2	$1.41M	Hold	12,428	–	–	0.1%	113
2024 Q1	$1.29M	Hold	12,428	–	–	0.1%	118
2023 Q4	$1.2M	Buy	12,428 +202	+2%	+$18K	0.1%	113
2023 Q3	$1.02M	Sell	12,226 -1,928	-14%	-$165K	0.1%	111
2023 Q2	$1.22M	Buy	14,154 +1,204	+9%	+$94.9K	0.13%	99
2023 Q1	$978K	Buy	12,950 +1,282	+11%	+$88.2K	0.11%	112
2022 Q4	$726K	Hold	11,668	–	–	0.09%	122
2022 Q3	$693K	Sell	11,668 -398	-3%	-$27.2K	0.1%	106
2022 Q2	$767K	Buy	12,066 +2	+0%	+$139	0.12%	101
2022 Q1	$958K	Buy	12,064 +1,730	+17%	+$136K	0.16%	84
2021 Q4	$899K	Hold	10,334	–	–	0.16%	84
2021 Q3	$771K	Buy	10,334 +6,134	+146%	+$473K	0.18%	69
2021 Q2	$310K	Buy	+4,200	New	+$294K	0.08%	102

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

Zhang Financial's XLK Position: Q2 2026 in Review

Zhang Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.1% in Q2 2026, buying an estimated $173K and bringing the position to 15,287 shares worth $2.91M. The position accounts for 0.09% of the portfolio, ranked #115.

Zhang Financial first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Zhang Financial held 15,287 shares of State Street Technology Select Sector SPDR ETF worth $2.91M as of Q2 2026.
Zhang Financial bought 1,014 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $173K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Zhang Financial's portfolio in Q2 2026, its #115 holding.
Zhang Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.