Question 1

Does Phoenix Financial own XLK stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Phoenix Financial holds 988,272 shares of XLK (State Street Technology Select Sector SPDR ETF), worth $188.3M.

Question 2

How many shares of XLK does Phoenix Financial own?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial holds 988,272 shares of XLK (State Street Technology Select Sector SPDR ETF).

Question 3

What is Phoenix Financial's XLK position worth?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial's XLK position is worth $188.3M.

Question 4

Is Phoenix Financial buying or selling XLK?

Accepted Answer

In Q2 2026, Phoenix Financial increased its XLK position by 53,161 shares (+5.7%).

Question 5

When did Phoenix Financial first buy XLK?

Accepted Answer

Phoenix Financial first reported XLK in its Q2 2020 13F and has listed it in 24 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	988,272	+5.7%	$188.3M	1.3%	$190.52	51
2026-Q1	Decreased	935,111	-26.8%	$124.3M	1.2%	$137.50	0
2025-Q4	Increased	1.3M	+99.9%	$184M	2.0%	$143.45	77
2025-Q3	Increased	639,299	+41.5%	$180.2M	2.2%	$140.21	70
2025-Q2	Increased	451,761	+170.0%	$114.4M	1.5%	$125.03	76
2025-Q1	Increased	167,323	+0.7%	$34.5M	0.5%	$102.73	41
2024-Q4	Increased	166,242	+3.2%	$38.7M	0.5%	$116.51	42
2024-Q3	Decreased	161,034	-50.2%	$36.4M	0.5%	$111.67	0
2024-Q2	Decreased	323,116	-3.1%	$73.1M	1.1%	$112.03	0
2024-Q1	Decreased	333,597	-0.2%	$69.5M	1.0%	$102.96	0
2023-Q4	Increased	334,357	+3511.9%	$72.3M	1.2%	$94.65	75
2023-Q3	Decreased	9,257	-0.2%	$1.5M	0.0%	$80.43	0
2023-Q2	Increased	9,273	+5.7%	$1.6M	0.0%	$84.10	27
2023-Q1	Decreased	8,770	-1.5%	$1.3M	0.0%	$73.00	0
2022-Q4	Increased	8,906	+0.8%	$1.1M	0.0%	$60.89	25
2022-Q3	Decreased	8,835	-34.4%	$1.1M	0.0%	$59.08	0
2022-Q2	Increased	13,473	+4.6%	$1.7M	0.0%	$62.70	27
2022-Q1	Increased	12,879	+11.5%	$2M	0.0%	$78.31	29
2021-Q4	Increased	11,547	+2.8%	$2M	0.0%	$84.65	27
2021-Q3	New	11,230	-	$1.7M	0.0%	$72.73	36
2021-Q2	Exited	0	-100.0%	$0	0.0%	$71.36	0
2021-Q1	Increased	23,848	+116.8%	$3.2M	0.1%	$62.99	43
2020-Q4	Increased	10,999	+212.9%	$1.4M	0.0%	$62.43	41
2020-Q3	Decreased	3,515	-6.5%	$387,000	0.0%	$55.52	0
2020-Q2	New	3,759	-	$373,000	0.0%	$49.14	33

XLK25 quarters

XLK
25 quarters