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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accelerate Investment Advisors's XLK Position: Q1 2026 in Review

Accelerate Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,681 shares — an estimated $242K sold.

Accelerate Investment Advisors first reported a position in XLK in Q4 2024 and held it in 5 quarters. The position peaked at $274K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Accelerate Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Accelerate Investment Advisors sold 1,681 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $242K.
Accelerate Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Accelerate Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $274K in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.