American Institute for Advanced Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

American Institute for Advanced 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	$1.72M	Sell	9,050 -175	-2%	-$29.9K	1%	27
2026 Q1	$1.23M	Sell	9,225 -265	-3%	-$37.3K	0.79%	38
2025 Q4	$1.37M	Sell	9,490 -10	-0.1%	-$1.44K	0.88%	34
2025 Q3	$1.34M	Hold	9,500	–	–	0.88%	31
2025 Q2	$1.2M	Sell	9,500 -270	-3%	-$30K	0.85%	32
2025 Q1	$1.01M	Buy	9,770 +400	+4%	+$45.3K	0.77%	37
2024 Q4	$1.09M	Sell	9,370 -780	-8%	-$90.7K	0.81%	35
2024 Q3	$1.15M	Sell	10,150 -50	-0.5%	-$5.49K	0.82%	35
2024 Q2	$1.15M	Hold	10,200	–	–	0.88%	35
2024 Q1	$1.06M	Buy	10,200 +820	+9%	+$82.9K	0.84%	36
2023 Q4	$903K	Sell	9,380 -328	-3%	-$29.2K	0.8%	41
2023 Q3	$833K	Sell	9,708 -452	-4%	-$38.8K	0.77%	41
2023 Q2	$883K	Buy	10,160 +3,580	+54%	+$282K	0.77%	38
2023 Q1	$438K	Sell	6,580 -5,190	-44%	-$357K	0.47%	60
2022 Q4	$732K	Buy	11,770 +380	+3%	+$24.1K	0.67%	48
2022 Q3	$676K	Sell	11,390 -200	-2%	-$13.6K	0.63%	48
2022 Q2	$737K	Sell	11,590 -160	-1%	-$11.1K	0.65%	49
2022 Q1	$934K	Sell	11,750 -930	-7%	-$73K	0.68%	48
2021 Q4	$1.1M	Sell	12,680 -200	-2%	-$16.5K	0.74%	41
2021 Q3	$962K	Sell	12,880 -620	-5%	-$47.8K	0.68%	45
2021 Q2	$997K	Sell	13,500 -860	-6%	-$60.2K	0.7%	46
2021 Q1	$954K	Sell	14,360 -560	-4%	-$37K	0.73%	45
2020 Q4	$970K	Sell	14,920 -300	-2%	-$18.3K	0.78%	43
2020 Q3	$888K	Sell	15,220 -1,180	-7%	-$66.7K	0.8%	42
2020 Q2	$857K	Buy	16,400 +250	+2%	+$11.8K	0.81%	43
2020 Q1	$649K	Buy	16,150 +80	+0.5%	+$3.65K	0.7%	47
2019 Q4	$737K	Buy	+16,070	New	+$688K	0.71%	44

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

American Institute for Advanced Investment Management's XLK Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q2 2026, selling an estimated $29.9K and leaving 9,050 shares worth $1.72M. The position accounts for 1% of the portfolio, ranked #27.

American Institute for Advanced Investment Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

American Institute for Advanced Investment Management held 9,050 shares of State Street Technology Select Sector SPDR ETF worth $1.72M as of Q2 2026.
American Institute for Advanced Investment Management sold 175 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.9K.
State Street Technology Select Sector SPDR ETF made up 1% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #27 holding.
American Institute for Advanced Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.