Advocate Investing Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advocate Investing Services’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	$3.06M	Sell	16,050 -110	-0.7%	-$18.8K	2.36%	7
2026 Q1	$2.15M	Sell	16,160 -56	-0.3%	-$7.89K	1.82%	8
2025 Q4	$2.33M	Buy	+16,216	New	+$2.34M	2.09%	7

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

Advocate Investing Services's XLK Position: Q2 2026 in Review

Advocate Investing Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.68% in Q2 2026, selling an estimated $18.8K and leaving 16,050 shares worth $3.06M. The position accounts for 2.36% of the portfolio, ranked #7.

Advocate Investing Services first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advocate Investing Services held 16,050 shares of State Street Technology Select Sector SPDR ETF worth $3.06M as of Q2 2026.
Advocate Investing Services sold 110 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
State Street Technology Select Sector SPDR ETF made up 2.36% of Advocate Investing Services's portfolio in Q2 2026, its #7 holding.
Advocate Investing Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.