Aventura Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aventura Private 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	$2.26M	Sell	11,870 -148	-1%	-$25.3K	0.69%	30
2026 Q1	$1.6M	Sell	12,018 -374	-3%	-$52.7K	0.58%	28
2025 Q4	$1.78M	Hold	12,392	–	–	0.64%	28
2025 Q3	$1.75M	Hold	12,392	–	–	0.64%	30
2025 Q2	$1.57M	Sell	12,392 -186	-1%	-$20.6K	0.68%	29
2025 Q1	$1.3M	Sell	12,578 -426	-3%	-$48.3K	0.68%	30
2024 Q4	$1.51M	Buy	+13,004	New	+$1.51M	0.81%	21

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

Aventura Private Wealth's XLK Position: Q2 2026 in Review

Aventura Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, selling an estimated $25.3K and leaving 11,870 shares worth $2.26M. The position accounts for 0.69% of the portfolio, ranked #30.

Aventura Private Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aventura Private Wealth held 11,870 shares of State Street Technology Select Sector SPDR ETF worth $2.26M as of Q2 2026.
Aventura Private Wealth sold 148 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $25.3K.
State Street Technology Select Sector SPDR ETF made up 0.69% of Aventura Private Wealth's portfolio in Q2 2026, its #30 holding.
Aventura Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.