Acropolis Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Acropolis Investment Management’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	$5.02M	Sell	26,366 -1,836	-7%	-$314K	0.2%	50
2026 Q1	$3.75M	Hold	28,202	–	–	0.17%	56
2025 Q4	$4.06M	Sell	28,202 -2,226	-7%	-$321K	0.18%	55
2025 Q3	$3.85M	Buy	30,428 +3,846	+14%	+$509K	0.2%	51
2025 Q2	$3.37M	Buy	26,582 +188	+0.7%	+$20.9K	0.18%	50
2025 Q1	$2.72M	Sell	26,394 -200	-0.8%	-$22.7K	0.16%	58
2024 Q4	$3.09M	Sell	26,594 -1,698	-6%	-$198K	0.18%	52
2024 Q3	$3.19M	Sell	28,292 -1,234	-4%	-$135K	0.19%	51
2024 Q2	$3.34M	Sell	29,526 -192	-0.6%	-$20.2K	0.21%	47
2024 Q1	$3.09M	Sell	29,718 -1,912	-6%	-$193K	0.2%	49
2023 Q4	$3.04M	Sell	31,630 -598	-2%	-$53.2K	0.21%	47
2023 Q3	$2.64M	Sell	32,228 -550	-2%	-$47.2K	0.2%	49
2023 Q2	$2.85M	Sell	32,778 -628	-2%	-$49.5K	0.22%	48
2023 Q1	$2.52M	Sell	33,406 -3,052	-8%	-$210K	0.21%	49
2022 Q4	$2.27M	Sell	36,458 -2,420	-6%	-$154K	0.2%	43
2022 Q3	$2.31M	Sell	38,878 -104	-0.3%	-$7.1K	0.24%	44
2022 Q2	$2.48M	Sell	38,982 -2,708	-6%	-$189K	0.24%	40
2022 Q1	$3.31M	Sell	41,690 -1,192	-3%	-$93.6K	0.3%	36
2021 Q4	$3.73M	Sell	42,882 -1,720	-4%	-$142K	0.33%	32
2021 Q3	$3.29M	Sell	44,602 -276	-0.6%	-$21.3K	0.39%	30
2021 Q2	$3.31M	Buy	44,878 +6	+0%	+$420	0.32%	32
2021 Q1	$2.98M	Sell	44,872 -3,102	-6%	-$205K	0.3%	34
2020 Q4	$3.12M	Sell	47,974 -902	-2%	-$54.9K	0.34%	29
2020 Q3	$2.85M	Buy	48,876 +540	+1%	+$30.5K	0.35%	31
2020 Q2	$2.52M	Buy	48,336 +2,348	+5%	+$110K	0.33%	30
2020 Q1	$1.85M	Sell	45,988 -3,016	-6%	-$138K	0.29%	33
2019 Q4	$2.25M	Sell	49,004 -804	-2%	-$34.4K	0.31%	31
2019 Q3	$1.99M	Buy	49,808 +2,494	+5%	+$99.8K	0.29%	32
2019 Q2	$1.85M	Buy	47,314 +2,826	+6%	+$108K	0.28%	32
2019 Q1	$1.65M	Sell	44,488 -4,026	-8%	-$138K	0.26%	36
2018 Q4	$1.5M	Sell	48,514 -3,608	-7%	-$122K	0.26%	37
2018 Q3	$1.96M	Sell	52,122 -400	-0.8%	-$14.7K	0.32%	28
2018 Q2	$1.82M	Sell	52,522 -2,450	-4%	-$84.1K	0.3%	28
2018 Q1	$1.8M	Sell	54,972 -3,120	-5%	-$105K	0.29%	36
2017 Q4	$1.86M	Sell	58,092 -1,880	-3%	-$59K	0.28%	32
2017 Q3	$1.77M	Sell	59,972 -1,350	-2%	-$38.9K	0.29%	32
2017 Q2	$1.68M	Buy	61,322 +3,566	+6%	+$98.1K	0.28%	42
2017 Q1	$1.54M	Sell	57,756 -540	-0.9%	-$13.9K	0.27%	42
2016 Q4	$1.41M	Sell	58,296 -3,060	-5%	-$73K	0.26%	44
2016 Q3	$1.47M	Sell	61,356 -1,780	-3%	-$41.4K	0.27%	45
2016 Q2	$1.37M	Sell	63,136 -470	-0.7%	-$10.2K	0.26%	46
2016 Q1	$1.41M	Sell	63,606 -290	-0.5%	-$5.99K	0.27%	46
2015 Q4	$1.37M	Sell	63,896 -740	-1%	-$15.9K	0.27%	43
2015 Q3	$1.28M	Sell	64,636 -6,348	-9%	-$131K	0.26%	49
2015 Q2	$1.47M	Sell	70,984 -7,040	-9%	-$150K	0.29%	47
2015 Q1	$1.62M	Sell	78,024 -3,620	-4%	-$75.4K	0.3%	46
2014 Q4	$1.69M	Sell	81,644 -5,870	-7%	-$119K	0.33%	43
2014 Q3	$1.75M	Sell	87,514 -5,090	-5%	-$101K	0.35%	42
2014 Q2	$1.78M	Sell	92,604 -51,530	-36%	-$954K	0.36%	43
2014 Q1	$2.62M	Sell	144,134 -3,170	-2%	-$56.6K	0.54%	28
2013 Q4	$2.63M	Sell	147,304 -17,854	-11%	-$303K	0.57%	29
2013 Q3	$2.65M	Sell	165,158 -9,786	-6%	-$156K	0.55%	31
2013 Q2	$2.68M	Buy	+174,944	New	+$2.71M	0.58%	31

Other funds holding XLK

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return