AWE
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Avidian Wealth Enterprises’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avidian Wealth Enterprises’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 		$2.71M Sell
14,219
-463
-3% -$79.1K 0.07% 167
2026
Q1 		$1.95M Buy
14,682
+329
+2% +$46.4K 0.06% 197
2025
Q4 		$2.07M Sell
14,353
-453
-3% -$65.4K 0.08% 134
2025
Q3 		$2.09M Buy
14,806
+142
+1% +$18.8K 0.08% 137
2025
Q2 		$1.86M Sell
14,664
-300
-2% -$33.3K 0.08% 137
2025
Q1 		$1.54M Sell
14,964
-2,084
-12% -$236K 0.07% 149
2024
Q4 		$1.98M Buy
17,048
+4
+0% +$465 0.09% 123
2024
Q3 		$1.92M Buy
17,044
+4,502
+36% +$494K 0.09% 118
2024
Q2 		$1.42M Buy
12,542
+2,894
+30% +$305K 0.06% 153
2024
Q1 		$1M Sell
9,648
-58,266
-86% -$5.89M 0.05% 158
2023
Q4 		$6.54M Buy
67,914
+2,898
+4% +$258K 0.4% 48
2023
Q3 		$5.33M Sell
65,016
-6,576
-9% -$564K 0.38% 57
2023
Q2 		$6.22M Buy
71,592
+53,854
+304% +$4.24M 0.41% 51
2023
Q1 		$1.34M Sell
17,738
-1,260
-7% -$86.7K 0.07% 168
2022
Q4 		$1.18M Buy
18,998
+8,386
+79% +$533K 0.08% 154
2022
Q3 		$630K Sell
10,612
-1,862
-15% -$127K 0.05% 202
2022
Q2 		$793K Buy
12,474
+6
+0% +$418 0.06% 197
2022
Q1 		$991K Sell
12,468
-3,588
-22% -$282K 0.06% 197
2021
Q4 		$1.4M Sell
16,056
-2,988
-16% -$246K 0.09% 148
2021
Q3 		$1.42M Buy
19,044
+1,446
+8% +$112K 0.11% 106
2021
Q2 		$1.3M Buy
17,598
+3,042
+21% +$213K 0.1% 113
2021
Q1 		$967K Buy
14,556
+1,610
+12% +$106K 0.08% 128
2020
Q4 		$842K Buy
12,946
+2,052
+19% +$125K 0.08% 122
2020
Q3 		$636K Sell
10,894
-722
-6% -$40.8K 0.07% 135
2020
Q2 		$607K Sell
11,616
-1,024
-8% -$48.2K 0.08% 120
2020
Q1 		$508K Buy
12,640
+2,142
+20% +$97.8K 0.08% 105
2019
Q4 		$481K Buy
10,498
+1,858
+22% +$79.5K 0.07% 118
2019
Q3 		$348K Sell
8,640
-5,904
-41% -$236K 0.06% 133
2019
Q2 		$568K Sell
14,544
-1,040
-7% -$39.6K 0.13% 61
2019
Q1 		$583K Sell
15,584
-317,110
-95% -$10.8M 0.13% 57
2018
Q4 		$10.3M Sell
332,694
-17,190
-5% -$581K 3.6% 10
2018
Q3 		$13.2M Sell
349,884
-16,728
-5% -$613K 4.12% 6
2018
Q2 		$12.7M Buy
366,612
+2,826
+0.8% +$97K 4.02% 8
2018
Q1 		$11.9M Sell
363,786
-11,934
-3% -$401K 3.99% 9
2017
Q4 		$12K Buy
375,720
+25,058
+7% +$786K 3.21% 9
2017
Q3 		$10.4M Buy
350,662
+8,792
+3% +$253K 3.95% 8
2017
Q2 		$9.35M Buy
341,870
+5,018
+1% +$138K 3.89% 8
2017
Q1 		$8.98M Sell
336,852
-10,298
-3% -$265K 3.44% 9
2016
Q4 		$8.39M Sell
347,150
-47,140
-12% -$1.13M 3.66% 11
2016
Q3 		$9.42M Buy
394,290
+28,984
+8% +$673K 3.82% 12
2016
Q2 		$7.92K Sell
365,306
-50,550
-12% -$1.1M 2.88% 11
2016
Q1 		$9.22M Sell
415,856
-948,334
-70% -$19.6M 4.95% 8
2015
Q4 		$29.2M Buy
1,364,190
+509,566
+60% +$11M 14.26% 3
2015
Q3 		$16.9M Sell
854,624
-674,820
-44% -$13.9M 10.55% 4
2015
Q2 		$31.7M Buy
1,529,444
+281,862
+23% +$6.02M 13.21% 2
2015
Q1 		$25.9M Sell
1,247,582
-16,044
-1% -$334K 10.94% 2
2014
Q4 		$26.1M Sell
1,263,626
-379,018
-23% -$7.68M 10.76% 2
2014
Q3 		$32.8M Sell
1,642,644
-38,822
-2% -$769K 12.83% 2
2014
Q2 		$32.2M Buy
1,681,466
+230,374
+16% +$4.26M 11.88% 2
2014
Q1 		$26.4M Buy
1,451,092
+589,300
+68% +$10.5M 14.94% 2
2013
Q4 		$14.5M Buy
+861,792
New +$14.6M 13.35% 2

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
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
GC
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

Avidian Wealth Enterprises's XLK Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.2% in Q2 2026, selling an estimated $79.1K and leaving 14,219 shares worth $2.71M. The position accounts for 0.07% of the portfolio, ranked #167.

Avidian Wealth Enterprises first reported a position in XLK in Q4 2013 and has held it in 51 quarters since. The position peaked at $32.8M in Q3 2014. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Avidian Wealth Enterprises held 14,219 shares of State Street Technology Select Sector SPDR ETF worth $2.71M as of Q2 2026.
  • Avidian Wealth Enterprises sold 463 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $79.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #167 holding.
  • Avidian Wealth Enterprises first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • Avidian Wealth Enterprises's State Street Technology Select Sector SPDR ETF position peaked at $32.8M in Q3 2014.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.