AC
XLK icon

Apella Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Apella Capital’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 		$3.5M Sell
19,542
-194
-1% -$33.1K 0.05% 206
2026
Q1 		$3.05M Buy
19,736
+6,678
+51% +$941K 0.05% 217
2025
Q4 		$1.88M Buy
13,058
+8,068
+162% +$1.17M 0.04% 205
2025
Q3 		$710K Sell
4,990
-40
-0.8% -$5.3K 0.02% 285
2025
Q2 		$641K Buy
5,030
+1,888
+60% +$210K 0.02% 265
2025
Q1 		$320K Buy
3,142
+2
+0.1% +$227 0.01% 293
2024
Q4 		$365K Sell
3,140
-418
-12% -$48.6K 0.01% 256
2024
Q3 		$395K Buy
3,558
+566
+19% +$62.1K 0.02% 237
2024
Q2 		$351K Buy
2,992
+302
+11% +$31.8K 0.02% 237
2024
Q1 		$279K Buy
2,690
+454
+20% +$45.9K 0.01% 251
2023
Q4 		$206K Buy
+2,236
New +$199K 0.01% 279

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apella Capital's XLK Position: Q2 2026 in Review

Apella Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.98% in Q2 2026, selling an estimated $33.1K and leaving 19,542 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #206.

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

  • Apella Capital held 19,542 shares of State Street Technology Select Sector SPDR ETF worth $3.5M as of Q2 2026.
  • Apella Capital sold 194 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $33.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #206 holding.
  • Apella Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.