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

Clearwater Capital 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	$832K	Sell	4,365 -12	-0.3%	-$2.05K	0.06%	95
2026 Q1	$582K	Sell	4,377 -75	-2%	-$10.6K	0.05%	110
2025 Q4	$641K	Sell	4,452 -116	-3%	-$16.8K	0.05%	100
2025 Q3	$644K	Sell	4,568 -492	-10%	-$65.2K	0.05%	100
2025 Q2	$641K	Buy	5,060 +116	+2%	+$12.9K	0.06%	94
2025 Q1	$510K	Buy	4,944 +20	+0.4%	+$2.27K	0.05%	108
2024 Q4	$572K	Sell	4,924 -2,944	-37%	-$343K	0.06%	100
2024 Q3	$888K	Buy	7,868 +222	+3%	+$24.4K	0.09%	82
2024 Q2	$865K	Sell	7,646 -80	-1%	-$8.42K	0.09%	76
2024 Q1	$805K	Sell	7,726 -210	-3%	-$21.2K	0.09%	74
2023 Q4	$764K	Buy	7,936 +296	+4%	+$26.4K	0.09%	74
2023 Q3	$626K	Sell	7,640 -2,056	-21%	-$176K	0.08%	74
2023 Q2	$843K	Sell	9,696 -3,676	-27%	-$290K	0.1%	69
2023 Q1	$1.01M	Sell	13,372 -3,300	-20%	-$227K	0.12%	65
2022 Q4	$1.04M	Buy	16,672 +780	+5%	+$49.5K	0.14%	68
2022 Q3	$944K	Hold	15,892	–	–	0.13%	76
2022 Q2	$1.01M	Buy	15,892 +1,540	+11%	+$107K	0.14%	70
2022 Q1	$1.14M	Buy	14,352 +606	+4%	+$47.6K	0.13%	73
2021 Q4	$1.2M	Sell	13,746 -1,060	-7%	-$87.3K	0.13%	74
2021 Q3	$1.1M	Sell	14,806 -196	-1%	-$15.1K	0.13%	75
2021 Q2	$1.11M	Sell	15,002 -554	-4%	-$38.8K	0.13%	74
2021 Q1	$1.03M	Sell	15,556 -242	-2%	-$16K	0.13%	73
2020 Q4	$1.03M	Sell	15,798 -1,428	-8%	-$87K	0.14%	70
2020 Q3	$1M	Sell	17,226 -382	-2%	-$21.6K	0.16%	67
2020 Q2	$920K	Sell	17,608 -4,928	-22%	-$232K	0.15%	68
2020 Q1	$906K	Sell	22,536 -15,098	-40%	-$689K	0.2%	69
2019 Q4	$1.73M	Sell	37,634 -7,658	-17%	-$328K	0.29%	66
2019 Q3	$1.82M	Sell	45,292 -5,472	-11%	-$219K	0.32%	69
2019 Q2	$1.98M	Sell	50,764 -8,076	-14%	-$308K	0.36%	72
2019 Q1	$2.18M	Sell	58,840 -11,834	-17%	-$405K	0.41%	71
2018 Q4	$2.19M	Sell	70,674 -2,648	-4%	-$89.6K	0.48%	66
2018 Q3	$2.76M	Sell	73,322 -1,398	-2%	-$51.3K	0.54%	56
2018 Q2	$2.6M	Sell	74,720 -728	-1%	-$25K	0.53%	57
2018 Q1	$2.47M	Sell	75,448 -4,944	-6%	-$166K	0.51%	56
2017 Q4	$2.57M	Sell	80,392 -3,316	-4%	-$104K	0.56%	54
2017 Q3	$2.52M	Sell	83,708 -2,386	-3%	-$68.7K	0.59%	53
2017 Q2	$2.38M	Buy	86,094 +11,440	+15%	+$315K	0.61%	50
2017 Q1	$1.98M	Buy	74,654 +8,924	+14%	+$230K	0.54%	55
2016 Q4	$1.6M	Buy	65,730 +9,488	+17%	+$226K	0.56%	54
2016 Q3	$1.33M	Buy	56,242 +5,328	+10%	+$124K	0.47%	58
2016 Q2	$1.11M	Buy	+50,914	New	+$1.1M	0.41%	64

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

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

Clearwater Capital Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.27% in Q2 2026, selling an estimated $2.05K and leaving 4,365 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #95.

Clearwater Capital Advisors first reported a position in XLK in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.76M in Q3 2018. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clearwater Capital Advisors held 4,365 shares of State Street Technology Select Sector SPDR ETF worth $832K as of Q2 2026.
Clearwater Capital Advisors sold 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 0.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #95 holding.
Clearwater Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2016 and has held it in 41 quarters since.
Clearwater Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.76M in Q3 2018.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.