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Capital Advisors Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Advisors Inc’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 		$4.14M Sell
21,716
-1,003
-4% -$171K 0.06% 112
2026
Q1 		$3.02M Buy
22,719
+697
+3% +$98.2K 0.05% 116
2025
Q4 		$3.17M Buy
22,022
+132
+0.6% +$19.1K 0.05% 114
2025
Q3 		$3.09M Buy
21,890
+616
+3% +$81.6K 0.05% 112
2025
Q2 		$2.69M Buy
21,274
+88
+0.4% +$9.77K 0.05% 114
2025
Q1 		$2.19M Sell
21,186
-114
-0.5% -$12.9K 0.04% 115
2024
Q4 		$2.48M Buy
21,300
+198
+0.9% +$23K 0.05% 112
2024
Q3 		$2.38M Buy
21,102
+50
+0.2% +$5.49K 0.05% 113
2024
Q2 		$2.38M Buy
21,052
+232
+1% +$24.4K 0.05% 118
2024
Q1 		$2.17M Sell
20,820
-574
-3% -$58K 0.05% 120
2023
Q4 		$2.06M Sell
21,394
-762
-3% -$67.8K 0.05% 131
2023
Q3 		$1.82M Buy
22,156
+3,074
+16% +$264K 0.05% 108
2023
Q2 		$1.66M Buy
19,082
+158
+0.8% +$12.5K 0.04% 112
2023
Q1 		$1.43M Buy
18,924
+7,304
+63% +$503K 0.04% 118
2022
Q4 		$723K Sell
11,620
-1,794
-13% -$114K 0.02% 160
2022
Q3 		$783K Buy
13,414
+2
+0% +$136 0.02% 141
2022
Q2 		$853K Sell
13,412
-1,170
-8% -$81.5K 0.03% 140
2022
Q1 		$1.16M Buy
14,582
+3,022
+26% +$237K 0.03% 118
2021
Q4 		$1M Sell
11,560
-866
-7% -$71.3K 0.03% 122
2021
Q3 		$928K Buy
12,426
+860
+7% +$66.3K 0.03% 127
2021
Q2 		$854K Sell
11,566
-192
-2% -$13.4K 0.03% 132
2021
Q1 		$781K Buy
11,758
+4,294
+58% +$283K 0.03% 130
2020
Q4 		$485K Buy
+7,464
New +$455K 0.02% 139

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Advisors Inc's XLK Position: Q2 2026 in Review

Capital Advisors Inc reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.4% in Q2 2026, selling an estimated $171K and leaving 21,716 shares worth $4.14M. The position accounts for 0.06% of the portfolio, ranked #112.

Capital Advisors Inc first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Capital Advisors Inc held 21,716 shares of State Street Technology Select Sector SPDR ETF worth $4.14M as of Q2 2026.
  • Capital Advisors Inc sold 1,003 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $171K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Capital Advisors Inc's portfolio in Q2 2026, its #112 holding.
  • Capital Advisors Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.