Advisory Solutions Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advisory Solutions Group’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 Q3	$12M	Sell	61,268 -11,108	-15%	-$2.05M	2.54%	3
2026 Q2	$13.8M	Buy	+72,376	New	+$12.4M	4.68%	2

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisory Solutions Group's XLK Position: Q3 2026 in Review

Advisory Solutions Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q3 2026, selling an estimated $2.05M and leaving 61,268 shares worth $12M. The position accounts for 2.54% of the portfolio, ranked #3.

Advisory Solutions Group first reported a position in XLK in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.8M in Q2 2026. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Advisory Solutions Group held 61,268 shares of State Street Technology Select Sector SPDR ETF worth $12M as of Q3 2026.
Advisory Solutions Group sold 11,108 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $2.05M.
State Street Technology Select Sector SPDR ETF made up 2.54% of Advisory Solutions Group's portfolio in Q3 2026, its #3 holding.
Advisory Solutions Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's State Street Technology Select Sector SPDR ETF position peaked at $13.8M in Q2 2026.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.