Advance Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advance Capital 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 Q1	$739K	Buy	5,560 +183	+3%	+$25.8K	0.03%	82
2025 Q4	$774K	Buy	5,377 +277	+5%	+$40K	0.03%	83
2025 Q3	$719K	Hold	5,100	–	–	0.03%	85
2025 Q2	$646K	Sell	5,100 -2,442	-32%	-$271K	0.03%	92
2025 Q1	$779K	Buy	7,542 +850	+13%	+$96.4K	0.04%	72
2024 Q4	$778K	Buy	6,692 +68	+1%	+$7.91K	0.04%	65
2024 Q3	$748K	Sell	6,624 -204	-3%	-$22.4K	0.03%	70
2024 Q2	$772K	Sell	6,828 -238	-3%	-$25.1K	0.04%	62
2024 Q1	$736K	Buy	7,066 +354	+5%	+$35.8K	0.05%	58
2023 Q4	$646K	Buy	6,712 +236	+4%	+$21K	0.05%	52
2023 Q3	$531K	Buy	6,476 +764	+13%	+$65.5K	0.05%	58
2023 Q2	$497K	Sell	5,712 -1,690	-23%	-$133K	0.06%	59
2023 Q1	$559K	Sell	7,402 -374	-5%	-$25.7K	0.1%	54
2022 Q4	$484K	Buy	7,776 +60	+0.8%	+$3.81K	0.06%	56
2022 Q3	$458K	Buy	7,716 +38	+0.5%	+$2.59K	0.06%	47
2022 Q2	$488K	Sell	7,678 -1,180	-13%	-$82.2K	0.06%	42
2022 Q1	$704K	Sell	8,858 -38	-0.4%	-$2.98K	0.09%	33
2021 Q4	$773K	Buy	+8,896	New	+$733K	0.16%	26

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

Advance Capital Management's XLK Position: Q1 2026 in Review

Advance Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q1 2026, buying an estimated $25.8K and bringing the position to 5,560 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #82.

Advance Capital Management first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $779K in Q1 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Advance Capital Management held 5,560 shares of State Street Technology Select Sector SPDR ETF worth $739K as of Q1 2026.
Advance Capital Management bought 183 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $25.8K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #82 holding.
Advance Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $779K in Q1 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.