Avalon Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avalon Capital 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	$817K	Hold	4,288	–	–	0.19%	63
2026 Q1	$570K	Hold	4,288	–	–	0.16%	69
2025 Q4	$617K	Buy	4,288 +26	+0.6%	+$3.75K	0.15%	79
2025 Q3	$601K	Sell	4,262 -2,098	-33%	-$278K	0.15%	74
2025 Q2	$805K	Hold	6,360	–	–	0.22%	71
2025 Q1	$657K	Hold	6,360	–	–	0.19%	72
2024 Q4	$739K	Hold	6,360	–	–	0.24%	66
2024 Q3	$718K	Hold	6,360	–	–	0.22%	68
2024 Q2	$719K	Buy	+6,360	New	+$670K	0.23%	59
2016 Q2	–	Sell	-96,596	Closed	-$2.14M	–	101
2016 Q1	$2.14M	Buy	+96,596	New	+$2M	1.72%	19
2014 Q3	–	Sell	-131,900	Closed	-$2.53M	–	106
2014 Q2	$2.53M	Buy	+131,900	New	+$2.44M	2.1%	10
2014 Q1	–	Sell	-148,804	Closed	-$2.66M	–	132
2013 Q4	$2.66M	Buy	+148,804	New	+$2.52M	2.24%	8

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

Avalon Capital Management's XLK Position: Q2 2026 in Review

Avalon Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,288 shares worth $817K. The position accounts for 0.19% of the portfolio, ranked #63.

Avalon Capital Management first reported a position in XLK in Q4 2013 and has held it in 12 quarters since. The position peaked at $2.66M in Q4 2013. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Avalon Capital Management held 4,288 shares of State Street Technology Select Sector SPDR ETF worth $817K as of Q2 2026.
Avalon Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of Avalon Capital Management's portfolio in Q2 2026, its #63 holding.
Avalon Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 12 quarters since.
Avalon Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $2.66M in Q4 2013.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.