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

Avion 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	$302K	Buy	1,588 +1,342	+546%	+$229K	0.06%	84
2026 Q1	$32K	Hold	246	–	–	0.01%	261
2025 Q4	$35K	Sell	246 -1,002	-80%	-$145K	0.01%	258
2025 Q3	$175K	Hold	1,248	–	–	0.04%	111
2025 Q2	$157K	Sell	1,248 -198	-14%	-$22K	0.04%	107
2025 Q1	$168K	Hold	1,446	–	–	0.04%	94
2024 Q4	$168K	Sell	1,446 -660	-31%	-$76.8K	0.04%	94
2024 Q3	$237K	Hold	2,106	–	–	0.06%	73
2024 Q2	$238K	Buy	2,106 +778	+59%	+$81.9K	0.07%	69
2024 Q1	$139K	Hold	1,328	–	–	0.04%	93
2023 Q4	$128K	Hold	1,328	–	–	0.04%	92
2023 Q3	$108K	Hold	1,328	–	–	0.03%	101
2023 Q2	$115K	Hold	1,328	–	–	0.03%	102
2023 Q1	$82K	Hold	1,328	–	–	0.02%	115
2022 Q4	$78K	Hold	1,328	–	–	0.02%	118
2022 Q3	$79K	Hold	1,328	–	–	0.02%	118
2022 Q2	$84K	Hold	1,328	–	–	0.03%	102
2022 Q1	$106K	Hold	1,328	–	–	0.03%	84
2021 Q4	$115K	Hold	1,328	–	–	0.03%	76
2021 Q3	$99K	Hold	1,328	–	–	0.03%	75
2021 Q2	$98K	Buy	1,328 +26	+2%	+$1.82K	0.03%	80
2021 Q1	$86K	Sell	1,302 -200	-13%	-$13.2K	0.03%	82
2020 Q4	$98K	Buy	+1,502	New	+$91.5K	0.03%	69

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avion Wealth's XLK Position: Q2 2026 in Review

Avion Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 546% in Q2 2026, buying an estimated $229K and bringing the position to 1,588 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #84.

Avion Wealth first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Avion Wealth held 1,588 shares of State Street Technology Select Sector SPDR ETF worth $302K as of Q2 2026.
Avion Wealth bought 1,342 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Avion Wealth's portfolio in Q2 2026, its #84 holding.
Avion Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.