AssuredPartners Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

AssuredPartners Investment 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	$1.75M	Sell	9,175 -33	-0.4%	-$5.64K	0.17%	141
2026 Q1	$1.26M	Buy	9,208 +1,781	+24%	+$251K	0.14%	162
2025 Q4	$1.07M	Buy	7,427 +5,925	+394%	+$856K	0.16%	140
2025 Q3	$212K	Buy	+1,502	New	+$199K	0.05%	253
2025 Q2	–	Sell	-7,632	Closed	-$788K	–	337
2025 Q1	$788K	Sell	7,632 -164	-2%	-$18.6K	0.15%	146
2024 Q4	$906K	Buy	+7,796	New	+$907K	0.18%	133

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

AssuredPartners Investment Advisors's XLK Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.36% in Q2 2026, selling an estimated $5.64K and leaving 9,175 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #141.

AssuredPartners Investment Advisors first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

AssuredPartners Investment Advisors held 9,175 shares of State Street Technology Select Sector SPDR ETF worth $1.75M as of Q2 2026.
AssuredPartners Investment Advisors sold 33 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.64K.
State Street Technology Select Sector SPDR ETF made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #141 holding.
AssuredPartners Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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