Aprio Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aprio Wealth 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	$3.16M	Buy	16,569 +7,796	+89%	+$1.33M	0.16%	109
2026 Q1	$1.17M	Sell	8,773 -193	-2%	-$27.2K	0.06%	180
2025 Q4	$1.29M	Buy	8,966 +5,998	+202%	+$866K	0.07%	162
2025 Q3	$418K	Sell	2,968 -54	-2%	-$7.15K	0.04%	257
2025 Q2	$383K	Hold	3,022	–	–	0.04%	237
2025 Q1	$312K	Buy	3,022 +56	+2%	+$6.35K	0.04%	263
2024 Q4	$345K	Sell	2,966 -62	-2%	-$7.21K	0.05%	188
2024 Q3	$342K	Hold	3,028	–	–	0.05%	175
2024 Q2	$343K	Hold	3,028	–	–	0.06%	147
2024 Q1	$315K	Buy	+3,028	New	+$306K	0.06%	148
2020 Q4	–	Sell	-19,534	Closed	-$1.14M	–	73
2020 Q3	$1.14M	Sell	19,534 -4,736	-20%	-$268K	0.81%	23
2020 Q2	$1.27M	Sell	24,270 -36,052	-60%	-$1.7M	1.22%	19
2020 Q1	$2.42M	Sell	60,322 -1,816	-3%	-$82.9K	3.07%	5
2019 Q4	$2.85M	Buy	+62,138	New	+$2.66M	2.1%	11

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aprio Wealth Management's XLK Position: Q2 2026 in Review

Aprio Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 89% in Q2 2026, buying an estimated $1.33M and bringing the position to 16,569 shares worth $3.16M. The position accounts for 0.16% of the portfolio, ranked #109.

Aprio Wealth Management first reported a position in XLK in Q4 2019 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aprio Wealth Management held 16,569 shares of State Street Technology Select Sector SPDR ETF worth $3.16M as of Q2 2026.
Aprio Wealth Management bought 7,796 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.33M.
State Street Technology Select Sector SPDR ETF made up 0.16% of Aprio Wealth Management's portfolio in Q2 2026, its #109 holding.
Aprio Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 14 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.