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

Addison 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	$572	Sell	3 -4,329	-100%	-$740K	﹤0.01%	651
2026 Q1	$576K	Hold	4,332	–	–	0.13%	116
2025 Q4	$624K	Hold	4,332	–	–	0.14%	109
2025 Q3	$611K	Hold	4,332	–	–	0.14%	111
2025 Q2	$548K	Hold	4,332	–	–	0.14%	117
2025 Q1	$447K	Hold	4,332	–	–	0.12%	120
2024 Q4	$504K	Hold	4,332	–	–	0.14%	107
2024 Q3	$489K	Hold	4,332	–	–	0.14%	115
2024 Q2	$490K	Sell	4,332 -204	-4%	-$21.5K	0.16%	99
2024 Q1	$472K	Hold	4,536	–	–	0.16%	103
2023 Q4	$437K	Hold	4,536	–	–	0.17%	99
2023 Q3	$372K	Hold	4,536	–	–	0.17%	100
2023 Q2	$394K	Hold	4,536	–	–	0.19%	99
2023 Q1	$342K	Hold	4,536	–	–	0.19%	98
2022 Q4	$282K	Hold	4,536	–	–	0.17%	106
2022 Q3	$269K	Hold	4,536	–	–	0.17%	99
2022 Q2	$288K	Hold	4,536	–	–	0.17%	96
2022 Q1	$360K	Buy	4,536 +4,504	+14,075%	+$354K	0.2%	91
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	510
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	392
2021 Q2	$2K	Buy	+32	New	+$2.24K	﹤0.01%	373

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

Addison Advisors's XLK Position: Q2 2026 in Review

Addison Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 100% in Q2 2026, selling an estimated $740K and leaving 3 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Addison Advisors first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $624K in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Addison Advisors held 3 shares of State Street Technology Select Sector SPDR ETF worth $572 as of Q2 2026.
Addison Advisors sold 4,329 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $740K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #651 holding.
Addison Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Addison Advisors's State Street Technology Select Sector SPDR ETF position peaked at $624K in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.