Autumn Glory Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Autumn Glory Partners’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	$1.48M	Buy	7,765 +3	+0%	+$513	0.42%	61
2026 Q1	$1.03M	Buy	7,762 +2	+0%	+$282	0.38%	71
2025 Q4	$1.12M	Sell	7,760 -170	-2%	-$24.6K	0.39%	73
2025 Q3	$1.12M	Buy	7,930 +520	+7%	+$68.9K	0.46%	63
2025 Q2	$938K	Sell	7,410 -134	-2%	-$14.9K	0.44%	64
2025 Q1	$779K	Hold	7,544	–	–	0.39%	76
2024 Q4	$877K	Sell	7,544 -110	-1%	-$12.8K	0.43%	68
2024 Q3	$864K	Hold	7,654	–	–	0.33%	82
2024 Q2	$866K	Hold	7,654	–	–	0.44%	67
2024 Q1	$797K	Buy	7,654 +66	+0.9%	+$6.67K	0.39%	72
2023 Q4	$731K	Buy	7,588 +516	+7%	+$45.9K	0.42%	73
2023 Q3	$580K	Sell	7,072 -958	-12%	-$82.2K	0.35%	77
2023 Q2	$698K	Sell	8,030 -272	-3%	-$21.4K	0.51%	59
2023 Q1	$627K	Buy	8,302 +1,774	+27%	+$122K	0.54%	53
2022 Q4	$406K	Sell	6,528 -756	-10%	-$48K	0.22%	122
2022 Q3	$433K	Buy	7,284 +1,044	+17%	+$71.2K	0.29%	87
2022 Q2	$397K	Sell	6,240 -654	-9%	-$45.6K	0.29%	85
2022 Q1	$548K	Sell	6,894 -2,204	-24%	-$173K	0.32%	94
2021 Q4	$791K	Buy	+9,098	New	+$749K	0.33%	77

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

Autumn Glory Partners's XLK Position: Q2 2026 in Review

Autumn Glory Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q2 2026, buying an estimated $513 and bringing the position to 7,765 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #61.

Autumn Glory Partners first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Autumn Glory Partners held 7,765 shares of State Street Technology Select Sector SPDR ETF worth $1.48M as of Q2 2026.
Autumn Glory Partners bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.42% of Autumn Glory Partners's portfolio in Q2 2026, its #61 holding.
Autumn Glory Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.