Carson Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Carson Advisory’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	$544K	Buy	2,853 +78	+3%	+$13.3K	0.25%	93
2026 Q1	$369K	Buy	2,775 +450	+19%	+$63.4K	0.19%	112
2025 Q4	$335K	Sell	2,325 -1	-0%	-$144	0.17%	119
2025 Q3	$328K	Buy	2,326 +160	+7%	+$21.2K	0.18%	117
2025 Q2	$274K	Hold	2,166	–	–	0.17%	127
2025 Q1	$224K	Buy	+2,166	New	+$246K	0.15%	146
2024 Q4	–	Sell	-8,256	Closed	-$932K	–	186
2024 Q3	$932K	Buy	8,256 +1,116	+16%	+$123K	0.59%	45
2024 Q2	$808K	Buy	7,140 +786	+12%	+$82.8K	0.57%	52
2024 Q1	$662K	Sell	6,354 -320	-5%	-$32.4K	0.47%	69
2023 Q4	$642K	Sell	6,674 -234	-3%	-$20.8K	0.5%	64
2023 Q3	$566K	Buy	6,908 +8	+0.1%	+$686	0.5%	70
2023 Q2	$600K	Sell	6,900 -456	-6%	-$35.9K	0.51%	65
2023 Q1	$555K	Buy	7,356 +2,368	+47%	+$163K	0.49%	67
2022 Q4	$310K	Buy	4,988 +140	+3%	+$8.89K	0.3%	92
2022 Q3	$288K	Buy	4,848 +162	+3%	+$11.1K	0.32%	81
2022 Q2	$298K	Buy	4,686 +8	+0.2%	+$557	0.33%	86
2022 Q1	$372K	Buy	4,678 +144	+3%	+$11.3K	0.37%	71
2021 Q4	$394K	Buy	+4,534	New	+$373K	0.4%	67

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

Carson Advisory's XLK Position: Q2 2026 in Review

Carson Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.8% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,853 shares worth $544K. The position accounts for 0.25% of the portfolio, ranked #93.

Carson Advisory first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $932K in Q3 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Carson Advisory held 2,853 shares of State Street Technology Select Sector SPDR ETF worth $544K as of Q2 2026.
Carson Advisory bought 78 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3K.
State Street Technology Select Sector SPDR ETF made up 0.25% of Carson Advisory's portfolio in Q2 2026, its #93 holding.
Carson Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's State Street Technology Select Sector SPDR ETF position peaked at $932K in Q3 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.