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

Advisors 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 Q2	$2.47M	Buy	12,967 +1,169	+10%	+$200K	0.03%	276
2026 Q1	$1.57M	Buy	11,798 +1,924	+19%	+$271K	0.02%	286
2025 Q4	$1.42M	Buy	9,874 +946	+11%	+$137K	0.02%	290
2025 Q3	$1.26M	Buy	8,928 +1,752	+24%	+$232K	0.02%	294
2025 Q2	$909K	Buy	7,176 +2,482	+53%	+$275K	0.01%	310
2025 Q1	$485K	Sell	4,694 -266	-5%	-$30.2K	0.01%	364
2024 Q4	$577K	Buy	4,960 +876	+21%	+$102K	0.01%	356
2024 Q3	$461K	Sell	4,084 -80	-2%	-$8.78K	0.01%	376
2024 Q2	$471K	Buy	4,164 +182	+5%	+$19.2K	0.01%	368
2024 Q1	$415K	Sell	3,982 -1,514	-28%	-$153K	0.01%	375
2023 Q4	$529K	Buy	5,496 +1,116	+25%	+$99.4K	0.01%	343
2023 Q3	$359K	Sell	4,380 -280	-6%	-$24K	0.01%	337
2023 Q2	$405K	Buy	4,660 +660	+17%	+$52K	0.01%	337
2023 Q1	$302K	Buy	4,000 +454	+13%	+$31.2K	0.01%	369
2022 Q4	$221K	Sell	3,546 -294	-8%	-$18.7K	0.01%	415
2022 Q3	$253K	Buy	+3,840	New	+$262K	0.01%	413
2022 Q2	–	Sell	-4,006	Closed	-$318K	–	465
2022 Q1	$318K	Sell	4,006 -1,878	-32%	-$147K	0.01%	361
2021 Q4	$512K	Buy	5,884 +212	+4%	+$17.5K	0.01%	315
2021 Q3	$423K	Hold	5,672	–	–	0.01%	314
2021 Q2	$419K	Sell	5,672 -592	-9%	-$41.5K	0.01%	297
2021 Q1	$415K	Buy	6,264 +264	+4%	+$17.4K	0.01%	286
2020 Q4	$390K	Sell	6,000 -196	-3%	-$11.9K	0.01%	274
2020 Q3	$362K	Sell	6,196 -246	-4%	-$13.9K	0.02%	258
2020 Q2	$337K	Sell	6,442 -298	-4%	-$14K	0.02%	247
2020 Q1	$271K	Sell	6,740 -1,920	-22%	-$87.6K	0.02%	247
2019 Q4	$397K	Buy	8,660 +1,570	+22%	+$67.2K	0.02%	269
2019 Q3	$285K	Hold	7,090	–	–	0.02%	266
2019 Q2	$277K	Hold	7,090	–	–	0.02%	253
2019 Q1	$266K	Sell	7,090 -428	-6%	-$14.6K	0.02%	246
2018 Q4	$233K	Buy	+7,518	New	+$254K	0.02%	256

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

Advisors Capital Management's XLK Position: Q2 2026 in Review

Advisors Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.9% in Q2 2026, buying an estimated $200K and bringing the position to 12,967 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #276.

Advisors Capital Management first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advisors Capital Management held 12,967 shares of State Street Technology Select Sector SPDR ETF worth $2.47M as of Q2 2026.
Advisors Capital Management bought 1,169 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Advisors Capital Management's portfolio in Q2 2026, its #276 holding.
Advisors Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.