AWE
XLK icon

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
2022
Q1 		– Sell
-200
Closed -$7K – 587
2021
Q4 		$7K Buy
+200
New +$16.5K ﹤0.01% 533
2020
Q3 		– Sell
-200
Closed -$2K – 311
2020
Q2 		$2K Buy
+200
New +$9.41K ﹤0.01% 257

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.