Avantax Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avantax Advisory Services’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
2025 Q2	$23.2M	Buy	182,886 +13,020	+8%	+$1.44M	0.13%	129
2025 Q1	$17.5M	Buy	169,866 +20,290	+14%	+$2.3M	0.11%	145
2024 Q4	$17.4M	Sell	149,576 -12,866	-8%	-$1.5M	0.11%	144
2024 Q3	$18.3M	Sell	162,442 -235,956	-59%	-$25.9M	0.12%	130
2024 Q2	$45.1M	Sell	398,398 -18,956	-5%	-$2M	0.32%	41
2024 Q1	$43.5M	Buy	417,354 +26,214	+7%	+$2.65M	0.39%	34
2023 Q4	$37.6M	Buy	391,140 +29,394	+8%	+$2.62M	0.37%	30
2023 Q3	$29.7M	Buy	361,746 +19,890	+6%	+$1.71M	0.33%	32
2023 Q2	$29.7M	Buy	341,856 +19,502	+6%	+$1.54M	0.34%	33
2023 Q1	$24.3M	Buy	322,354 +34,630	+12%	+$2.38M	0.3%	44
2022 Q4	$17.9M	Buy	287,724 +5,160	+2%	+$328K	0.24%	62
2022 Q3	$16.8M	Sell	282,564 -12,746	-4%	-$870K	0.26%	60
2022 Q2	$18.8M	Buy	295,310 +114,144	+63%	+$7.95M	0.28%	52
2022 Q1	$14.4M	Buy	181,166 +9,840	+6%	+$772K	0.2%	79
2021 Q4	$14.9M	Buy	171,326 +6,788	+4%	+$559K	0.22%	71
2021 Q3	$12.3M	Buy	164,538 +5,170	+3%	+$399K	0.2%	79
2021 Q2	$11.8M	Buy	159,368 +1,260	+0.8%	+$88.3K	0.21%	78
2021 Q1	$10.5M	Buy	158,108 +7,054	+5%	+$466K	0.23%	80
2020 Q4	$9.83M	Sell	151,054 -153,652	-50%	-$9.36M	0.23%	71
2020 Q3	$17.8M	Buy	304,706 +159,608	+110%	+$9.02M	0.29%	61
2020 Q2	$7.58M	Buy	145,098 +28,354	+24%	+$1.33M	0.22%	78
2020 Q1	$4.69M	Sell	116,744 -14,304	-11%	-$653K	0.14%	106
2019 Q4	$6.01M	Buy	131,048 +57,432	+78%	+$2.46M	0.14%	96
2019 Q3	$2.97M	Buy	73,616 +24,616	+50%	+$985K	0.12%	88
2019 Q2	$1.91M	Buy	49,000 +21,430	+78%	+$817K	0.08%	122
2019 Q1	$1.02M	Buy	27,570 +1,986	+8%	+$68K	0.05%	177
2018 Q4	$795K	Buy	+25,584	New	+$865K	0.13%	157

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's XLK Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.7% in Q2 2025, buying an estimated $1.44M and bringing the position to 182,886 shares worth $23.2M. The position accounts for 0.13% of the portfolio, ranked #129.

Avantax Advisory Services first reported a position in XLK in Q4 2018 and has held it in 27 quarters since. The position peaked at $45.1M in Q2 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Avantax Advisory Services held 182,886 shares of State Street Technology Select Sector SPDR ETF worth $23.2M as of Q2 2025.
Avantax Advisory Services bought 13,020 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $1.44M.
State Street Technology Select Sector SPDR ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #129 holding.
Avantax Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $45.1M in Q2 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.