Acorn Financial Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Acorn Financial Advisory Services’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	$1.16M	Hold	6,064	–	–	0.15%	76
2026 Q1	$806K	Hold	6,064	–	–	0.11%	89
2025 Q4	$873K	Hold	6,064	–	–	0.13%	81
2025 Q3	$855K	Hold	6,064	–	–	0.13%	77
2025 Q2	$768K	Sell	6,064 -604	-9%	-$67K	0.13%	81
2025 Q1	$688K	Sell	6,668 -2,184	-25%	-$248K	0.12%	85
2024 Q4	$1.03M	Hold	8,852	–	–	0.17%	70
2024 Q3	$999K	Hold	8,852	–	–	0.18%	65
2024 Q2	$1M	Sell	8,852 -254	-3%	-$26.7K	0.19%	65
2024 Q1	$948K	Buy	9,106 +86	+1%	+$8.7K	0.18%	73
2023 Q4	$868K	Sell	9,020 -190	-2%	-$16.9K	0.15%	100
2023 Q3	$755K	Buy	9,210 +1,118	+14%	+$95.9K	0.13%	108
2023 Q2	$704K	Buy	8,092 +240	+3%	+$18.9K	0.13%	109
2023 Q1	$593K	Buy	7,852 +480	+7%	+$33K	0.12%	110
2022 Q4	$459K	Hold	7,372	–	–	0.1%	120
2022 Q3	$438K	Hold	7,372	–	–	0.1%	129
2022 Q2	$469K	Hold	7,372	–	–	0.11%	122
2022 Q1	$586K	Sell	7,372 -406	-5%	-$31.9K	0.12%	117
2021 Q4	$676K	Sell	7,778 -1,570	-17%	-$129K	0.14%	106
2021 Q3	$698K	Hold	9,348	–	–	0.22%	98
2021 Q2	$690K	Buy	9,348 +1,242	+15%	+$87K	0.2%	113
2021 Q1	$538K	Sell	8,106 -372	-4%	-$24.6K	0.2%	118
2020 Q4	$551K	Hold	8,478	–	–	0.22%	118
2020 Q3	$495K	Sell	8,478 -310	-4%	-$17.5K	0.26%	106
2020 Q2	$459K	Buy	8,788 +1,370	+18%	+$64.4K	0.32%	107
2020 Q1	$298K	Hold	7,418	–	–	0.29%	117
2019 Q4	$340K	Buy	+7,418	New	+$318K	0.29%	122

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

Acorn Financial Advisory Services's XLK Position: Q2 2026 in Review

Acorn Financial Advisory Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 6,064 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #76.

Acorn Financial Advisory Services first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Acorn Financial Advisory Services held 6,064 shares of State Street Technology Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Acorn Financial Advisory Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #76 holding.
Acorn Financial Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.