Aventus Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aventus Investment Advisors’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	$9.72M	Buy	51,015 +494	+1%	+$84.4K	7.12%	4
2026 Q1	$6.71M	Buy	50,521 +731	+1%	+$103K	5.68%	6
2025 Q4	$7.17M	Buy	49,790 +1,270	+3%	+$183K	5.81%	5
2025 Q3	$6.84M	Sell	48,520 -544	-1%	-$72K	5.83%	5
2025 Q2	$6.21M	Buy	+49,064	New	+$5.44M	5.58%	5

Other funds holding XLK

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Aventus Investment Advisors's XLK Position: Q2 2026 in Review

Aventus Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.98% in Q2 2026, buying an estimated $84.4K and bringing the position to 51,015 shares worth $9.72M. The position accounts for 7.12% of the portfolio, ranked #4.

Aventus Investment Advisors first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 1,011 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aventus Investment Advisors held 51,015 shares of State Street Technology Select Sector SPDR ETF worth $9.72M as of Q2 2026.
Aventus Investment Advisors bought 494 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $84.4K.
State Street Technology Select Sector SPDR ETF made up 7.12% of Aventus Investment Advisors's portfolio in Q2 2026, its #4 holding.
Aventus Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,011 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.