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Acorn Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Acorn Wealth 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 		$8.3M Sell
43,549
-66
-0.2% -$11.3K 2.02% 5
2026
Q1 		$5.8M Sell
43,615
-1,249
-3% -$176K 1.69% 10
2025
Q4 		$6.46M Sell
44,864
-8
-0% -$1.16K 1.92% 8
2025
Q3 		$6.32M Sell
44,872
-58
-0.1% -$7.68K 1.98% 9
2025
Q2 		$5.69M Sell
44,930
-686
-2% -$76.1K 2.12% 8
2025
Q1 		$4.71M Buy
45,616
+1,250
+3% +$142K 1.96% 8
2024
Q4 		$5.16M Buy
44,366
+148
+0.3% +$17.2K 2.13% 7
2024
Q3 		$4.99M Buy
44,218
+1,378
+3% +$151K 2.14% 7
2024
Q2 		$4.85M Buy
42,840
+966
+2% +$102K 2.4% 7
2024
Q1 		$4.36M Buy
41,874
+2,458
+6% +$249K 2.28% 8
2023
Q4 		$3.79M Buy
39,416
+804
+2% +$71.6K 2.25% 8
2023
Q3 		$3.16M Buy
38,612
+1,362
+4% +$117K 2.11% 9
2023
Q2 		$3.24M Buy
37,250
+232
+0.6% +$18.3K 2.21% 9
2023
Q1 		$2.8M Sell
37,018
-258
-0.7% -$17.8K 2.06% 10
2022
Q4 		$2.32M Buy
37,276
+1,558
+4% +$98.9K 1.78% 12
2022
Q3 		$2.12M Buy
35,718
+862
+2% +$58.8K 1.74% 12
2022
Q2 		$2.22M Hold
34,856
– – 1.75% 12
2022
Q1 		$2.77M Buy
34,856
+672
+2% +$52.8K 1.91% 12
2021
Q4 		$2.97M Buy
34,184
+174
+0.5% +$14.3K 1.89% 12
2021
Q3 		$2.54M Buy
34,010
+1,406
+4% +$108K 1.78% 11
2021
Q2 		$2.41M Sell
32,604
-640
-2% -$44.8K 1.66% 14
2021
Q1 		$2.21M Sell
33,244
-5,572
-14% -$368K 1.58% 14
2020
Q4 		$2.52M Buy
38,816
+2,594
+7% +$158K 1.99% 9
2020
Q3 		$2.11M Buy
36,222
+1,700
+5% +$96.1K 1.85% 11
2020
Q2 		$1.8M Buy
+34,522
New +$1.62M 1.68% 14
2018
Q3 		– Sell
-1,766
Closed -$62K – 456
2018
Q2 		$62K Hold
1,766
– – 0.05% 237
2018
Q1 		$58K Hold
1,766
– – 0.05% 243
2017
Q4 		$59K Buy
+1,766
New +$55.4K 0.05% 236

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorn Wealth Advisors's XLK Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.15% in Q2 2026, selling an estimated $11.3K and leaving 43,549 shares worth $8.3M. The position accounts for 2.02% of the portfolio, ranked #5.

Acorn Wealth Advisors first reported a position in XLK in Q4 2017 and has held it in 28 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Acorn Wealth Advisors held 43,549 shares of State Street Technology Select Sector SPDR ETF worth $8.3M as of Q2 2026.
  • Acorn Wealth Advisors sold 66 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
  • State Street Technology Select Sector SPDR ETF made up 2.02% of Acorn Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Acorn Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.