Advanced Asset Management Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advanced Asset Management 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	$142K	Sell	746 -10	-1%	-$1.71K	0.04%	62
2026 Q1	$100K	Hold	756	–	–	0.03%	61
2025 Q4	$109K	Hold	756	–	–	0.03%	64
2025 Q3	$106K	Sell	756 -2	-0.3%	-$265	0.03%	65
2025 Q2	$96K	Sell	758 -28	-4%	-$3.11K	0.03%	66
2025 Q1	$81.2K	Buy	786 +30	+4%	+$3.4K	0.02%	67
2024 Q4	$87.9K	Buy	756 +32	+4%	+$3.72K	0.02%	72
2024 Q3	$81.9K	Hold	724	–	–	0.02%	74
2024 Q2	$81.9K	Sell	724 -96	-12%	-$10.1K	0.02%	75
2024 Q1	$85.4K	Hold	820	–	–	0.02%	78
2023 Q4	$78.9K	Hold	820	–	–	0.02%	79
2023 Q3	$67.2K	Hold	820	–	–	0.02%	77
2023 Q2	$71.3K	Hold	820	–	–	0.02%	74
2023 Q1	$61.9K	Sell	820 -20	-2%	-$1.38K	0.02%	75
2022 Q4	$52.3K	Hold	840	–	–	0.01%	99
2022 Q3	$50K	Sell	840 -4	-0.5%	-$273	0.01%	73
2022 Q2	$54K	Buy	844 +24	+3%	+$1.67K	0.01%	73
2022 Q1	$65K	Buy	820 +96	+13%	+$7.54K	0.01%	71
2021 Q4	$63K	Hold	724	–	–	0.01%	75
2021 Q3	$54K	Hold	724	–	–	0.01%	80
2021 Q2	$53K	Hold	724	–	–	0.01%	79
2021 Q1	$48K	Hold	724	–	–	0.01%	85
2020 Q4	$47K	Hold	724	–	–	0.01%	85
2020 Q3	$42K	Buy	724 +50	+7%	+$2.83K	0.01%	84
2020 Q2	$35K	Hold	674	–	–	0.01%	84
2020 Q1	$27K	Hold	674	–	–	0.01%	104
2019 Q4	$31K	Buy	+674	New	+$28.9K	0.01%	107
2018 Q3	–	Sell	-6,232	Closed	-$216K	–	126
2018 Q2	$216K	Sell	6,232 -750	-11%	-$25.7K	0.07%	123
2018 Q1	$228K	Buy	+6,982	New	+$234K	0.08%	119

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

Advanced Asset Management Advisors's XLK Position: Q2 2026 in Review

Advanced Asset Management Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, selling an estimated $1.71K and leaving 746 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #62.

Advanced Asset Management Advisors first reported a position in XLK in Q1 2018 and has held it in 29 quarters since. The position peaked at $228K in Q1 2018. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advanced Asset Management Advisors held 746 shares of State Street Technology Select Sector SPDR ETF worth $142K as of Q2 2026.
Advanced Asset Management Advisors sold 10 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #62 holding.
Advanced Asset Management Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 29 quarters since.
Advanced Asset Management Advisors's State Street Technology Select Sector SPDR ETF position peaked at $228K in Q1 2018.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.