AmeriServ Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Sell
5,985
-2,815
-32% -$481K 0.76% 13
2026
Q1
$1.17M Sell
8,800
-771
-8% -$109K 0.75% 15
2025
Q4
$1.38M Sell
9,571
-693
-7% -$100K 0.8% 14
2025
Q3
$1.45M Sell
10,264
-980
-9% -$130K 0.73% 15
2025
Q2
$1.42M Buy
11,244
+1,580
+16% +$175K 0.7% 20
2025
Q1
$998K Buy
+9,664
New +$1.1M 0.58% 25

Other funds holding XLK

AmeriServ Wealth Advisors's XLK Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 32% in Q2 2026, selling an estimated $481K and leaving 5,985 shares worth $1.14M. The position accounts for 0.76% of the portfolio, ranked #13.

AmeriServ Wealth Advisors first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • AmeriServ Wealth Advisors held 5,985 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q2 2026.
  • AmeriServ Wealth Advisors sold 2,815 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $481K.
  • State Street Technology Select Sector SPDR ETF made up 0.76% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • AmeriServ Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • AmeriServ Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.45M in Q3 2025.
  • 2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.