Avantra Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avantra Family Wealth’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	$691K	Buy	3,629 +537	+17%	+$91.8K	0.44%	69
2026 Q1	$411K	Sell	3,092 -526	-15%	-$74.1K	0.31%	100
2025 Q4	$521K	Sell	3,618 -26	-0.7%	-$3.75K	0.38%	79
2025 Q3	$513K	Buy	3,644 +494	+16%	+$65.4K	0.38%	79
2025 Q2	$399K	Sell	3,150 -8	-0.3%	-$888	0.33%	88
2025 Q1	$326K	Sell	3,158 -622	-16%	-$70.5K	0.31%	108
2024 Q4	$440K	Buy	+3,780	New	+$440K	0.41%	94

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Avantra Family Wealth's XLK Position: Q2 2026 in Review

Avantra Family Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $91.8K and bringing the position to 3,629 shares worth $691K. The position accounts for 0.44% of the portfolio, ranked #69.

Avantra Family Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Avantra Family Wealth held 3,629 shares of State Street Technology Select Sector SPDR ETF worth $691K as of Q2 2026.
Avantra Family Wealth bought 537 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $91.8K.
State Street Technology Select Sector SPDR ETF made up 0.44% of Avantra Family Wealth's portfolio in Q2 2026, its #69 holding.
Avantra Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.