Advyzon Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advyzon Investment 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	$2.8M	Sell	14,718 -3,178	-18%	-$543K	0.2%	109
2026 Q1	$2.38M	Sell	17,896 -641	-3%	-$90.3K	0.21%	110
2025 Q4	$2.67M	Sell	18,537 -29,819	-62%	-$4.31M	0.31%	75
2025 Q3	$6.81M	Buy	48,356 +35,416	+274%	+$4.69M	1.17%	14
2025 Q2	$1.64M	Buy	12,940 +1,818	+16%	+$202K	0.36%	59
2025 Q1	$1.15M	Buy	11,122 +1,322	+13%	+$150K	0.41%	47
2024 Q4	$1.14M	Buy	+9,800	New	+$1.14M	0.44%	40

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

Advyzon Investment Management's XLK Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, selling an estimated $543K and leaving 14,718 shares worth $2.8M. The position accounts for 0.2% of the portfolio, ranked #109.

Advyzon Investment Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Advyzon Investment Management held 14,718 shares of State Street Technology Select Sector SPDR ETF worth $2.8M as of Q2 2026.
Advyzon Investment Management sold 3,178 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $543K.
State Street Technology Select Sector SPDR ETF made up 0.2% of Advyzon Investment Management's portfolio in Q2 2026, its #109 holding.
Advyzon Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $6.81M in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.