AdvisorShares Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

AdvisorShares Investments’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	$6.62M	Buy	49,799 +4,327	+10%	+$610K	1.21%	16
2025 Q4	$6.55M	Buy	45,472 +946	+2%	+$137K	1.09%	34
2025 Q3	$6.28M	Buy	44,526 +4,468	+11%	+$592K	1.02%	26
2025 Q2	$5.07M	Sell	40,058 -7,304	-15%	-$811K	0.91%	29
2025 Q1	$4.93M	Buy	47,362 +1,080	+2%	+$122K	0.96%	30
2024 Q4	$5.38M	Sell	46,282 -1,660	-3%	-$193K	1.04%	32
2024 Q3	$5.41M	Sell	47,942 -4,736	-9%	-$520K	1.04%	27
2024 Q2	$6M	Buy	52,678 +7,322	+16%	+$771K	1.05%	21
2024 Q1	$4.72M	Sell	45,356 -880	-2%	-$89K	0.8%	33
2023 Q4	$4.45M	Buy	+46,236	New	+$4.12M	1.04%	6

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

AdvisorShares Investments's XLK Position: Q1 2026 in Review

AdvisorShares Investments increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.5% in Q1 2026, buying an estimated $610K and bringing the position to 49,799 shares worth $6.62M. The position accounts for 1.21% of the portfolio, ranked #16.

AdvisorShares Investments first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

AdvisorShares Investments held 49,799 shares of State Street Technology Select Sector SPDR ETF worth $6.62M as of Q1 2026.
AdvisorShares Investments bought 4,327 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $610K.
State Street Technology Select Sector SPDR ETF made up 1.21% of AdvisorShares Investments's portfolio in Q1 2026, its #16 holding.
AdvisorShares Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.