Advisor OS’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advisor OS’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	$3.12M	Buy	16,386 +9,911	+153%	+$1.69M	0.21%	81
2026 Q1	$861K	Sell	6,475 -13,000	-67%	-$1.83M	0.06%	204
2025 Q4	$2.8M	Sell	19,475 -1,729	-8%	-$250K	0.23%	70
2025 Q3	$2.99M	Buy	21,204 +14,406	+212%	+$1.91M	0.26%	55
2025 Q2	$861K	Buy	6,798 +4,172	+159%	+$463K	0.08%	176
2025 Q1	$271K	Sell	2,626 -12,500	-83%	-$1.42M	0.03%	346
2024 Q4	$1.76M	Sell	15,126 -47,758	-76%	-$5.56M	0.2%	75
2024 Q3	$7.1M	Buy	62,884 +4,430	+8%	+$486K	0.71%	28
2024 Q2	$6.61M	Buy	58,454 +2,348	+4%	+$247K	0.72%	26
2024 Q1	$5.84M	Buy	56,106 +9,094	+19%	+$920K	0.67%	27
2023 Q4	$4.52M	Buy	47,012 +5,412	+13%	+$482K	0.59%	29
2023 Q3	$3.41M	Buy	41,600 +2,140	+5%	+$184K	0.51%	37
2023 Q2	$3.43M	Buy	+39,460	New	+$3.11M	0.56%	34
2022 Q2	–	Sell	-18,530	Closed	-$1.47M	–	213
2022 Q1	$1.47M	Buy	18,530 +6,126	+49%	+$481K	0.43%	54
2021 Q4	$1.08M	Buy	12,404 +4,070	+49%	+$335K	0.22%	102
2021 Q3	$622K	Buy	8,334 +3,264	+64%	+$252K	0.14%	133
2021 Q2	$374K	Hold	5,070	–	–	0.08%	169
2021 Q1	$337K	Buy	+5,070	New	+$335K	0.08%	147
2020 Q3	–	Sell	-31,886	Closed	-$1.67M	–	175
2020 Q2	$1.67M	Buy	+31,886	New	+$1.5M	0.99%	22

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

Advisor OS's XLK Position: Q2 2026 in Review

Advisor OS increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 153% in Q2 2026, buying an estimated $1.69M and bringing the position to 16,386 shares worth $3.12M. The position accounts for 0.21% of the portfolio, ranked #81.

Advisor OS first reported a position in XLK in Q2 2020 and has held it in 19 quarters since. The position peaked at $7.1M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advisor OS held 16,386 shares of State Street Technology Select Sector SPDR ETF worth $3.12M as of Q2 2026.
Advisor OS bought 9,911 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.69M.
State Street Technology Select Sector SPDR ETF made up 0.21% of Advisor OS's portfolio in Q2 2026, its #81 holding.
Advisor OS first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
Advisor OS's State Street Technology Select Sector SPDR ETF position peaked at $7.1M in Q3 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.