Blue Zone Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Blue Zone Wealth Advisors’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	$5.17M	Buy	27,151 +12	+0%	+$2.05K	0.9%	38
2026 Q1	$3.61M	Buy	27,139 +23	+0.1%	+$3.24K	0.73%	44
2025 Q4	$3.9M	Sell	27,116 -1,506	-5%	-$217K	0.75%	50
2025 Q3	$4.03M	Buy	28,622 +588	+2%	+$77.9K	0.81%	52
2025 Q2	$3.55M	Buy	28,034 +698	+3%	+$77.5K	0.89%	51
2025 Q1	$2.82M	Sell	27,336 -660	-2%	-$74.8K	0.78%	51
2024 Q4	$3.25M	Buy	27,996 +30	+0.1%	+$3.49K	0.94%	50
2024 Q3	$3.16M	Buy	27,966 +200	+0.7%	+$22K	0.98%	47
2024 Q2	$3.14M	Buy	27,766 +472	+2%	+$49.7K	1.08%	47
2024 Q1	$2.84M	Buy	27,294 +34	+0.1%	+$3.44K	0.98%	46
2023 Q4	$2.62M	Buy	27,260 +18	+0.1%	+$1.6K	1.05%	41
2023 Q3	$2.23M	Buy	27,242 +100	+0.4%	+$8.58K	0.98%	43
2023 Q2	$2.36M	Buy	27,142 +70	+0.3%	+$5.52K	1.09%	38
2023 Q1	$2.04M	Sell	27,072 -738	-3%	-$50.8K	1.09%	36
2022 Q4	$1.73M	Sell	27,810 -146	-0.5%	-$9.27K	0.92%	39
2022 Q3	$1.66M	Sell	27,956 -804	-3%	-$54.9K	0.86%	44
2022 Q2	$1.83M	Sell	28,760 -1,318	-4%	-$91.8K	0.83%	47
2022 Q1	$2.39M	Sell	30,078 -678	-2%	-$53.2K	0.89%	42
2021 Q4	$2.67M	Buy	30,756 +788	+3%	+$64.9K	0.88%	45
2021 Q3	$2.24M	Sell	29,968 -142	-0.5%	-$11K	0.78%	53
2021 Q2	$2.22M	Sell	30,110 -102	-0.3%	-$7.14K	0.83%	52
2021 Q1	$2.01M	Sell	30,212 -2,280	-7%	-$151K	0.85%	51
2020 Q4	$2.11M	Sell	32,492 -482	-1%	-$29.4K	1.02%	34
2020 Q3	$1.92M	Buy	32,974 +746	+2%	+$42.1K	1.09%	25
2020 Q2	$1.68M	Sell	32,228 -11,772	-27%	-$554K	0.94%	31
2020 Q1	$1.77M	Buy	44,000 +33,992	+340%	+$1.55M	1.66%	16
2019 Q4	$459K	Buy	+10,008	New	+$428K	0.3%	33

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Zone Wealth Advisors's XLK Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q2 2026, buying an estimated $2.05K and bringing the position to 27,151 shares worth $5.17M. The position accounts for 0.9% of the portfolio, ranked #38.

Blue Zone Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Blue Zone Wealth Advisors held 27,151 shares of State Street Technology Select Sector SPDR ETF worth $5.17M as of Q2 2026.
Blue Zone Wealth Advisors bought 12 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.05K.
State Street Technology Select Sector SPDR ETF made up 0.9% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Blue Zone Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.