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

Claro 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 Q3	$804K	Buy	4,109 +97	+2%	+$17.9K	0.08%	216
2026 Q2	$764K	Sell	4,012 -554	-12%	-$94.7K	0.08%	205
2026 Q1	$607K	Sell	4,566 -1,406	-24%	-$198K	0.07%	205
2025 Q4	$860K	Buy	5,972 +642	+12%	+$92.7K	0.12%	152
2025 Q3	$751K	Buy	5,330 +802	+18%	+$106K	0.11%	166
2025 Q2	$573K	Sell	4,528 -8,908	-66%	-$989K	0.09%	187
2025 Q1	$1.39M	Sell	13,436 -4,420	-25%	-$501K	0.19%	100
2024 Q4	$2.08M	Sell	17,856 -5,180	-22%	-$603K	0.28%	66
2024 Q3	$2.6M	Buy	23,036 +2,868	+14%	+$315K	0.34%	55
2024 Q2	$2.28M	Buy	20,168 +5,232	+35%	+$551K	0.36%	52
2024 Q1	$1.56M	Buy	14,936 +8,218	+122%	+$831K	0.27%	76
2023 Q4	$647K	Buy	6,718 +1,528	+29%	+$136K	0.14%	175
2023 Q3	$425K	Buy	5,190 +2,200	+74%	+$189K	0.11%	218
2023 Q2	$260K	Buy	2,990 +16	+0.5%	+$1.26K	0.06%	290
2023 Q1	$225K	Sell	2,974 -300	-9%	-$20.6K	0.07%	298
2022 Q4	$204K	Buy	+3,274	New	+$208K	0.07%	282
2019 Q1	–	Sell	-1,294	Closed	-$49K	–	954
2018 Q4	$49K	Buy	+1,294	New	+$43.8K	0.04%	339

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Claro Advisors's XLK Position: Q3 2026 in Review

Claro Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q3 2026, buying an estimated $17.9K and bringing the position to 4,109 shares worth $804K. The position accounts for 0.08% of the portfolio, ranked #216.

Claro Advisors first reported a position in XLK in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.6M in Q3 2024. 2,113 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Claro Advisors held 4,109 shares of State Street Technology Select Sector SPDR ETF worth $804K as of Q3 2026.
Claro Advisors bought 97 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $17.9K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Claro Advisors's portfolio in Q3 2026, its #216 holding.
Claro Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
Claro Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.6M in Q3 2024.
2,113 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.