Axos Invest’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Axos Invest’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	$615K	Buy	+3,228	New	+$552K	0.45%	16
2026 Q1	–	Sell	-2,615	Closed	-$377K	–	22
2025 Q4	$377K	Sell	2,615 -17	-0.6%	-$2.46K	0.28%	18
2025 Q3	$371K	Sell	2,632 -148	-5%	-$19.6K	0.28%	18
2025 Q2	$352K	Sell	2,780 -508	-15%	-$56.4K	0.27%	19
2025 Q1	$340K	Sell	3,288 -462	-12%	-$52.4K	0.26%	19
2024 Q4	$436K	Sell	3,750 -258	-6%	-$30K	0.32%	17
2024 Q3	$452K	Buy	+4,008	New	+$440K	0.31%	17

Other funds holding XLK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Axos Invest's XLK Position: Q2 2026 in Review

Axos Invest opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 3,228 shares worth $615K. The stake represents 0.45% of the portfolio and ranks #16 among its holdings. This is a return to the name: Axos Invest previously reported a position in XLK as recently as Q4 2025.

Axos Invest first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Axos Invest held 3,228 shares of State Street Technology Select Sector SPDR ETF worth $615K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Axos Invest position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.45% of Axos Invest's portfolio in Q2 2026, its #16 holding.
Axos Invest first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.