Alliance Wealth Advisors (Utah)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alliance Wealth Advisors (Utah)’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	$11.4M	Buy	59,824 +5,783	+11%	+$988K	2.15%	12
2026 Q1	$7.18M	Buy	54,041 +21,339	+65%	+$3.01M	1.55%	11
2025 Q4	$4.71M	Buy	32,702 +30,576	+1,438%	+$4.42M	1.02%	18
2025 Q3	$300K	Buy	+2,126	New	+$282K	0.07%	228

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

Alliance Wealth Advisors (Utah)'s XLK Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, buying an estimated $988K and bringing the position to 59,824 shares worth $11.4M. The position accounts for 2.15% of the portfolio, ranked #12.

Alliance Wealth Advisors (Utah) first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Alliance Wealth Advisors (Utah) held 59,824 shares of State Street Technology Select Sector SPDR ETF worth $11.4M as of Q2 2026.
Alliance Wealth Advisors (Utah) bought 5,783 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $988K.
State Street Technology Select Sector SPDR ETF made up 2.15% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #12 holding.
Alliance Wealth Advisors (Utah) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.