Asset Advisory Group’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
$5.74M Buy
30,107
+1,217
+4% +$208K 2.51% 13
2026
Q1
$3.84M Buy
28,890
+595
+2% +$83.8K 1.93% 14
2025
Q4
$4.07M Buy
+28,295
New +$4.09M 2.04% 15

Other funds holding XLK

Asset Advisory Group's XLK Position: Q2 2026 in Review

Asset Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, buying an estimated $208K and bringing the position to 30,107 shares worth $5.74M. The position accounts for 2.51% of the portfolio, ranked #13.

Asset Advisory Group first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Asset Advisory Group held 30,107 shares of State Street Technology Select Sector SPDR ETF worth $5.74M as of Q2 2026.
  • Asset Advisory Group bought 1,217 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
  • State Street Technology Select Sector SPDR ETF made up 2.51% of Asset Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Asset Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.