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

Arkadios Wealth Advisors’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	$24.5M	Sell	128,398 -7,790	-6%	-$1.33M	0.37%	50
2026 Q1	$18.1M	Buy	136,188 +54	+0%	+$7.61K	0.3%	68
2025 Q4	$19.6M	Buy	136,134 +9,254	+7%	+$1.34M	0.38%	46
2025 Q3	$17.9M	Sell	126,880 -4,942	-4%	-$655K	0.43%	36
2025 Q2	$16.7M	Sell	131,822 -29,254	-18%	-$3.25M	0.49%	32
2025 Q1	$16.6M	Buy	161,076 +53,016	+49%	+$6.01M	0.63%	27
2024 Q4	$12.6M	Buy	108,060 +5,994	+6%	+$697K	0.69%	20
2024 Q3	$11.5M	Buy	102,066 +25,682	+34%	+$2.82M	0.65%	23
2024 Q2	$8.64M	Buy	76,384 +24,428	+47%	+$2.57M	0.58%	29
2024 Q1	$5.41M	Sell	51,956 -1,826	-3%	-$185K	0.42%	45
2023 Q4	$5.18M	Buy	53,782 +3,668	+7%	+$327K	0.44%	45
2023 Q3	$4.11M	Sell	50,114 -1,496	-3%	-$128K	0.39%	58
2023 Q2	$4.49M	Sell	51,610 -662	-1%	-$52.2K	0.52%	42
2023 Q1	$3.95M	Sell	52,272 -5,352	-9%	-$368K	0.47%	49
2022 Q4	$3.59M	Buy	57,624 +9,914	+21%	+$630K	0.48%	53
2022 Q3	$2.83M	Buy	47,710 +6,084	+15%	+$415K	0.43%	59
2022 Q2	$2.65M	Buy	41,626 +2,666	+7%	+$186K	0.39%	62
2022 Q1	$3.1M	Sell	38,960 -5,272	-12%	-$414K	0.41%	58
2021 Q4	$3.85M	Buy	44,232 +332	+0.8%	+$27.3K	0.51%	42
2021 Q3	$3.28M	Sell	43,900 -15,782	-26%	-$1.22M	0.47%	45
2021 Q2	$4.41M	Buy	59,682 +29,428	+97%	+$2.06M	0.54%	35
2021 Q1	$2.01M	Sell	30,254 -1,582	-5%	-$104K	0.33%	74
2020 Q4	$2.07M	Buy	31,836 +26,428	+489%	+$1.61M	0.43%	63
2020 Q3	$328K	Sell	5,408 -2,714	-33%	-$153K	0.16%	134
2020 Q2	$435K	Sell	8,122 -96	-1%	-$4.52K	0.24%	98
2020 Q1	$330K	Sell	8,218 -94	-1%	-$4.29K	0.21%	113
2019 Q4	$422K	Buy	+8,312	New	+$356K	0.25%	94

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

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

Arkadios Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.7% in Q2 2026, selling an estimated $1.33M and leaving 128,398 shares worth $24.5M. The position accounts for 0.37% of the portfolio, ranked #50.

Arkadios Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Arkadios Wealth Advisors held 128,398 shares of State Street Technology Select Sector SPDR ETF worth $24.5M as of Q2 2026.
Arkadios Wealth Advisors sold 7,790 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.33M.
State Street Technology Select Sector SPDR ETF made up 0.37% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Arkadios Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.