Cetera Investment Advisers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cetera Investment Advisers’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	$351M	Buy	1,842,269 +15,279	+0.8%	+$2.61M	0.32%	54
2026 Q1	$243M	Buy	1,826,990 +37,642	+2%	+$5.3M	0.26%	73
2025 Q4	$258M	Buy	1,789,348 +133,638	+8%	+$19.3M	0.28%	66
2025 Q3	$233M	Buy	1,655,710 +99,938	+6%	+$13.2M	0.27%	66
2025 Q2	$197M	Sell	1,555,772 -40,710	-3%	-$4.52M	0.33%	54
2025 Q1	$165M	Buy	1,596,482 +45,294	+3%	+$5.14M	0.32%	61
2024 Q4	$180M	Buy	1,551,188 +19,386	+1%	+$2.26M	0.38%	44
2024 Q3	$173M	Sell	1,531,802 -43,828	-3%	-$4.81M	0.38%	43
2024 Q2	$178M	Buy	1,575,630 +63,214	+4%	+$6.66M	0.41%	38
2024 Q1	$157M	Buy	1,512,416 +1,119,720	+285%	+$113M	0.37%	46
2023 Q4	$37.8M	Buy	392,696 +11,000	+3%	+$979K	0.31%	57
2023 Q3	$31.3M	Sell	381,696 -1,260	-0.3%	-$108K	0.27%	67
2023 Q2	$33.3M	Sell	382,956 -36,768	-9%	-$2.9M	0.28%	60
2023 Q1	$31.7M	Buy	419,724 +1,274	+0.3%	+$87.7K	0.28%	63
2022 Q4	$26M	Buy	418,450 +206,666	+98%	+$13.1M	0.24%	75
2022 Q3	$12.6M	Sell	211,784 -26,206	-11%	-$1.79M	0.25%	87
2022 Q2	$15.1M	Buy	237,990 +11,286	+5%	+$786K	0.24%	86
2022 Q1	$18M	Sell	226,704 -43,912	-16%	-$3.45M	0.26%	76
2021 Q4	$23.5M	Sell	270,616 -35,412	-12%	-$2.92M	0.34%	51
2021 Q3	$22.8M	Buy	306,028 +81,654	+36%	+$6.3M	0.36%	49
2021 Q2	$16.6M	Buy	224,374 +10,630	+5%	+$745K	0.27%	78
2021 Q1	$14.2M	Sell	213,744 -13,906	-6%	-$918K	0.28%	74
2020 Q4	$14.8M	Buy	227,650 +151,296	+198%	+$9.22M	0.29%	72
2020 Q3	$4.46M	Sell	76,354 -4,068	-5%	-$230K	0.36%	68
2020 Q2	$4.2M	Sell	80,422 -5,356	-6%	-$252K	0.39%	61
2020 Q1	$3.45M	Buy	85,778 +11,102	+15%	+$507K	0.42%	59
2019 Q4	$3.42M	Buy	74,676 +2,058	+3%	+$88.1K	0.34%	81
2019 Q3	$2.92M	Sell	72,618 -14,842	-17%	-$594K	0.36%	81
2019 Q2	$3.41M	Buy	87,460 +8,270	+10%	+$315K	0.44%	57
2019 Q1	$2.93M	Buy	79,190 +3,760	+5%	+$129K	0.41%	62
2018 Q4	$2.34M	Buy	75,430 +6,068	+9%	+$205K	0.38%	73
2018 Q3	$2.62M	Buy	69,362 +5,128	+8%	+$188K	0.38%	68
2018 Q2	$2.23M	Sell	64,234 -8,708	-12%	-$299K	0.39%	67
2018 Q1	$2.39M	Buy	72,942 +11,192	+18%	+$376K	0.45%	62
2017 Q4	$1.98M	Buy	61,750 +18,146	+42%	+$569K	0.36%	72
2017 Q3	$1.29M	Buy	43,604 +6,196	+17%	+$179K	0.29%	91
2017 Q2	$1.02M	Buy	37,408 +6,134	+20%	+$169K	0.25%	109
2017 Q1	$835K	Buy	31,274 +8,614	+38%	+$222K	0.23%	120
2016 Q4	$549K	Buy	22,660 +6,560	+41%	+$157K	0.18%	151
2016 Q3	$385K	Buy	16,100 +2,612	+19%	+$60.7K	0.17%	159
2016 Q2	$292K	Buy	13,488 +1,458	+12%	+$31.6K	0.11%	217
2016 Q1	$267K	Buy	12,030 +2,094	+21%	+$43.3K	0.12%	213
2015 Q4	$212K	Buy	+9,936	New	+$214K	0.1%	229

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

Cetera Investment Advisers's XLK Position: Q2 2026 in Review

Cetera Investment Advisers increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.84% in Q2 2026, buying an estimated $2.61M and bringing the position to 1,842,269 shares worth $351M. The position accounts for 0.32% of the portfolio, ranked #54.

Cetera Investment Advisers first reported a position in XLK in Q4 2015 and has held it in 43 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cetera Investment Advisers held 1,842,269 shares of State Street Technology Select Sector SPDR ETF worth $351M as of Q2 2026.
Cetera Investment Advisers bought 15,279 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.61M.
State Street Technology Select Sector SPDR ETF made up 0.32% of Cetera Investment Advisers's portfolio in Q2 2026, its #54 holding.
Cetera Investment Advisers first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.