5th Street Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

5th Street Advisors’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	$6.96M	Sell	36,552 -409	-1%	-$69.9K	2.65%	14
2026 Q1	$4.91M	Buy	36,961 +1,733	+5%	+$244K	2.12%	17
2025 Q4	$5.07M	Sell	35,228 -628	-2%	-$90.7K	2.37%	17
2025 Q3	$5.05M	Buy	35,856 +122	+0.3%	+$16.2K	2.5%	16
2025 Q2	$4.52M	Sell	35,734 -272	-0.8%	-$30.2K	2.25%	16
2025 Q1	$3.72M	Buy	36,006 +212	+0.6%	+$24K	1.79%	18
2024 Q4	$4.16M	Buy	35,794 +1,072	+3%	+$125K	2.16%	17
2024 Q3	$3.92M	Sell	34,722 -3,150	-8%	-$346K	1.91%	17
2024 Q2	$4.28M	Sell	37,872 -692	-2%	-$72.9K	2.23%	15
2024 Q1	$4.02M	Sell	38,564 -3,826	-9%	-$387K	2.27%	14
2023 Q4	$4.08M	Sell	42,390 -1,686	-4%	-$150K	2.53%	13
2023 Q3	$3.61M	Sell	44,076 -6,692	-13%	-$574K	2.38%	13
2023 Q2	$4.41M	Sell	50,768 -444,774	-90%	-$35.1M	3.17%	12
2023 Q1	$3.74M	Buy	495,542 +363,636	+276%	+$25M	2.89%	12
2022 Q4	$8.21M	Sell	131,906 -2,686	-2%	-$171K	8.15%	7
2022 Q3	$7.99M	Sell	134,592 -14,094	-9%	-$962K	8.44%	6
2022 Q2	$9.45M	Buy	148,686 +14,688	+11%	+$1.02M	9.89%	5
2022 Q1	$10.6M	Sell	133,998 -16,264	-11%	-$1.28M	11.27%	4
2021 Q4	$13.1M	Buy	+150,262	New	+$12.4M	12.39%	4

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

5th Street Advisors's XLK Position: Q2 2026 in Review

5th Street Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $69.9K and leaving 36,552 shares worth $6.96M. The position accounts for 2.65% of the portfolio, ranked #14.

5th Street Advisors first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.1M in Q4 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

5th Street Advisors held 36,552 shares of State Street Technology Select Sector SPDR ETF worth $6.96M as of Q2 2026.
5th Street Advisors sold 409 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $69.9K.
State Street Technology Select Sector SPDR ETF made up 2.65% of 5th Street Advisors's portfolio in Q2 2026, its #14 holding.
5th Street Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
5th Street Advisors's State Street Technology Select Sector SPDR ETF position peaked at $13.1M in Q4 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.