Accelerate Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Accelerate Investment 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	$233K	Buy	+1,223	New	+$209K	0.13%	131
2026 Q1	–	Sell	-1,681	Closed	-$242K	–	141
2025 Q4	$242K	Sell	1,681 -263	-14%	-$38K	0.16%	100
2025 Q3	$274K	Hold	1,944	–	–	0.19%	91
2025 Q2	$246K	Sell	1,944 -150	-7%	-$16.6K	0.18%	95
2025 Q1	$216K	Buy	2,094 +106	+5%	+$12K	0.18%	104
2024 Q4	$231K	Buy	+1,988	New	+$231K	0.2%	82

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

Accelerate Investment Advisors's XLK Position: Q2 2026 in Review

Accelerate Investment Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,223 shares worth $233K. The stake represents 0.13% of the portfolio and ranks #131 among its holdings. This is a return to the name: Accelerate Investment Advisors previously reported a position in XLK as recently as Q4 2025.

Accelerate Investment Advisors first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q3 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Accelerate Investment Advisors held 1,223 shares of State Street Technology Select Sector SPDR ETF worth $233K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Accelerate Investment Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.13% of Accelerate Investment Advisors's portfolio in Q2 2026, its #131 holding.
Accelerate Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Accelerate Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $274K in Q3 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.