Avior Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.1M | Buy |
63,676
+19,751
| +45% | +$3.37M | 0.32% | 69 |
|
|
2026
Q1 | $5.84M | Buy |
43,925
+5,638
| +15% | +$794K | 0.17% | 120 |
|
|
2025
Q4 | $5.51M | Sell |
38,287
-4,373
| -10% | -$632K | 0.17% | 106 |
|
|
2025
Q3 | $6.01M | Sell |
42,660
-1,328
| -3% | -$176K | 0.19% | 94 |
|
|
2025
Q2 | $5.57M | Buy |
43,988
+3,982
| +10% | +$442K | 0.19% | 97 |
|
|
2025
Q1 | $4.13M | Sell |
40,006
-156
| -0.4% | -$17.7K | 0.16% | 109 |
|
|
2024
Q4 | $4.67M | Buy |
40,162
+794
| +2% | +$92.4K | 0.17% | 99 |
|
|
2024
Q3 | $4.44M | Sell |
39,368
-1,286
| -3% | -$141K | 0.18% | 97 |
|
|
2024
Q2 | $4.6M | Sell |
40,654
-1,206
| -3% | -$127K | 0.2% | 88 |
|
|
2024
Q1 | $4.36M | Buy |
41,860
+40,154
| +2,354% | +$4.06M | 0.2% | 93 |
|
|
2023
Q4 | $164K | Buy |
1,706
+102
| +6% | +$9.08K | 0.01% | 546 |
|
|
2023
Q3 | $131K | Buy |
1,604
+4
| +0.3% | +$343 | 0.01% | 585 |
|
|
2023
Q2 | $139K | Buy |
1,600
+2
| +0.1% | +$158 | 0.01% | 584 |
|
|
2023
Q1 | $121K | Buy |
1,598
+2
| +0.1% | +$138 | 0.01% | 603 |
|
|
2022
Q4 | $99.4K | Sell |
1,596
-68
| -4% | -$4.32K | 0.01% | 535 |
|
|
2022
Q3 | $98K | Buy |
1,664
+2
| +0.1% | +$136 | 0.01% | 525 |
|
|
2022
Q2 | $105K | Sell |
1,662
-298
| -15% | -$20.8K | 0.01% | 485 |
|
|
2022
Q1 | $155K | Buy |
1,960
+2
| +0.1% | +$157 | 0.01% | 455 |
|
|
2021
Q4 | $170K | Buy |
1,958
+2
| +0.1% | +$165 | 0.01% | 446 |
|
|
2021
Q3 | $146K | Buy |
1,956
+72
| +4% | +$5.55K | 0.01% | 444 |
|
|
2021
Q2 | $139K | Sell |
1,884
-36
| -2% | -$2.52K | 0.01% | 435 |
|
|
2021
Q1 | $127K | Buy |
1,920
+40
| +2% | +$2.64K | 0.01% | 438 |
|
|
2020
Q4 | $122K | Buy |
1,880
+2
| +0.1% | +$122 | 0.02% | 423 |
|
|
2020
Q3 | $109K | Buy |
1,878
+2
| +0.1% | +$113 | 0.02% | 439 |
|
|
2020
Q2 | $98K | Buy |
1,876
+1,056
| +129% | +$49.7K | 0.02% | 440 |
|
|
2020
Q1 | $32K | Buy |
+820
| New | +$37.4K | 0.01% | 482 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$40K | – | 881 |
|
|
2019
Q3 | $40K | Hold |
1,000
| – | – | 0.01% | 473 |
|
|
2019
Q2 | $39K | Buy |
+1,000
| New | +$38.1K | 0.01% | 469 |
|
|
2017
Q3 | – | Sell |
-376
| Closed | -$10K | – | 515 |
|
|
2017
Q2 | $10K | Hold |
376
| – | – | ﹤0.01% | 312 |
|
|
2017
Q1 | $10K | Hold |
376
| – | – | ﹤0.01% | 352 |
|
|
2016
Q4 | $9K | Hold |
376
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $9K | Hold |
376
| – | – | ﹤0.01% | 344 |
|
|
2016
Q2 | $8K | Hold |
376
| – | – | ﹤0.01% | 352 |
|
|
2016
Q1 | $8K | Buy |
+376
| New | +$7.77K | ﹤0.01% | 362 |
|
Other funds holding XLK
Avior Wealth Management's XLK Position: Q2 2026 in Review
Avior Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q2 2026, buying an estimated $3.37M and bringing the position to 63,676 shares worth $12.1M. The position accounts for 0.32% of the portfolio, ranked #69.
Avior Wealth Management first reported a position in XLK in Q1 2016 and has held it in 34 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Avior Wealth Management held 63,676 shares of State Street Technology Select Sector SPDR ETF worth $12.1M as of Q2 2026.
- Avior Wealth Management bought 19,751 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.37M.
- State Street Technology Select Sector SPDR ETF made up 0.32% of Avior Wealth Management's portfolio in Q2 2026, its #69 holding.
- Avior Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 34 quarters since.
- 2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.