American Investment Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

American Investment 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	$352K	Hold	1,848	–	–	0.07%	112
2026 Q1	$246K	Hold	1,848	–	–	0.05%	124
2025 Q4	$266K	Hold	1,848	–	–	0.06%	120
2025 Q3	$260K	Sell	1,848 -212	-10%	-$28.1K	0.06%	120
2025 Q2	$261K	Hold	2,060	–	–	0.07%	119
2025 Q1	$213K	Hold	2,060	–	–	0.04%	154
2024 Q4	$239K	Hold	2,060	–	–	0.04%	149
2024 Q3	$233K	Hold	2,060	–	–	0.04%	149
2024 Q2	$233K	Sell	2,060 -90	-4%	-$9.48K	0.04%	147
2024 Q1	$224K	Hold	2,150	–	–	0.04%	147
2023 Q4	$207K	Buy	+2,150	New	+$191K	0.04%	140

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Investment Services's XLK Position: Q2 2026 in Review

American Investment Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,848 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #112.

American Investment Services first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

American Investment Services held 1,848 shares of State Street Technology Select Sector SPDR ETF worth $352K as of Q2 2026.
American Investment Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of American Investment Services's portfolio in Q2 2026, its #112 holding.
American Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.