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

Advisor Resource Council’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	$4.09M	Buy	30,785 +1,402	+5%	+$198K	1.32%	9
2025 Q4	$4.27M	Buy	+29,383	New	+$4.24M	1.52%	9
2025 Q3	–	Sell	-25,194	Closed	-$3.19M	–	192
2025 Q2	$3.19M	Sell	25,194 -187,692	-88%	-$20.8M	1.24%	11
2025 Q1	$19.4M	Buy	+212,886	New	+$24.1M	1.56%	4
2024 Q4	–	Sell	-40,368	Closed	-$4.56M	–	283
2024 Q3	$4.56M	Buy	40,368 +768	+2%	+$84.3K	2.06%	6
2024 Q2	$4.48K	Sell	39,600 -18,612	-32%	-$1.96M	0.01%	36
2024 Q1	$5.6M	Sell	58,212 -186,894	-76%	-$18.9M	2.37%	5
2023 Q4	$23.6M	Buy	245,106 +208,952	+578%	+$18.6M	2.75%	2
2023 Q3	$2.96M	Sell	36,154 -4,362	-11%	-$374K	1.53%	10
2023 Q2	$3.52M	Sell	40,516 -89,766	-69%	-$7.08M	1.59%	11
2023 Q1	$9.61M	Buy	130,282 +108,524	+499%	+$7.47M	2.41%	5
2022 Q4	$1.35M	Buy	21,758 +2,862	+15%	+$182K	0.66%	26
2022 Q3	$1.12M	Sell	18,896 -405,576	-96%	-$27.7M	0.76%	31
2022 Q2	$27M	Buy	424,472 +312,320	+278%	+$21.8M	2.5%	3
2022 Q1	$8.91M	Sell	112,152 -289,090	-72%	-$22.7M	2.68%	2
2021 Q4	$34.9M	Buy	401,242 +300,104	+297%	+$24.7M	2.71%	3
2021 Q3	$7.55M	Sell	101,138 -207,554	-67%	-$16M	2.29%	4
2021 Q2	$22.8M	Buy	+308,692	New	+$21.6M	2.38%	4

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

Advisor Resource Council's XLK Position: Q1 2026 in Review

Advisor Resource Council increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q1 2026, buying an estimated $198K and bringing the position to 30,785 shares worth $4.09M. The position accounts for 1.32% of the portfolio, ranked #9.

Advisor Resource Council first reported a position in XLK in Q2 2021 and has held it in 18 quarters since. The position peaked at $34.9M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Advisor Resource Council held 30,785 shares of State Street Technology Select Sector SPDR ETF worth $4.09M as of Q1 2026.
Advisor Resource Council bought 1,402 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $198K.
State Street Technology Select Sector SPDR ETF made up 1.32% of Advisor Resource Council's portfolio in Q1 2026, its #9 holding.
Advisor Resource Council first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's State Street Technology Select Sector SPDR ETF position peaked at $34.9M in Q4 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.