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

Conservest 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 		$166M Sell
872,595
-33,527
-4% -$5.73M 13.22% 2
2026
Q1 		$120M Sell
906,122
-15,345
-2% -$2.16M 10.92% 3
2025
Q4 		$133M Sell
921,467
-21,985
-2% -$3.18M 11.97% 2
2025
Q3 		$133M Sell
943,452
-2,406
-0.3% -$319K 12.3% 2
2025
Q2 		$120M Sell
945,858
-22,140
-2% -$2.46M 11.83% 3
2025
Q1 		$99.9M Sell
967,998
-13,042
-1% -$1.48M 10.5% 3
2024
Q4 		$114M Sell
981,040
-63,534
-6% -$7.39M 11.78% 3
2024
Q3 		$109M Buy
1,044,574
+42,210
+4% +$4.63M 11.15% 3
2024
Q2 		$104M Sell
1,002,364
-50,080
-5% -$5.27M 11.26% 3
2024
Q1 		$110M Sell
1,052,444
-29,860
-3% -$3.02M 11.18% 3
2023
Q4 		$104M Sell
1,082,304
-24,258
-2% -$2.16M 11.08% 3
2023
Q3 		$90.7M Sell
1,106,562
-12,916
-1% -$1.11M 10.95% 3
2023
Q2 		$97.3M Sell
1,119,478
-18,628
-2% -$1.47M 11.27% 3
2023
Q1 		$85.9M Buy
1,138,106
+3,098
+0.3% +$213K 10.25% 3
2022
Q4 		$70.6M Buy
+1,135,008
New +$72.1M 8.96% 4
2022
Q3 		– Sell
-1,111,710
Closed -$75.9M – 3
2022
Q2 		$70.7M Buy
1,111,710
+15,760
+1% +$1.1M 8.8% 3
2022
Q1 		$87.1M Buy
1,095,950
+24,452
+2% +$1.92M 9.65% 3
2021
Q4 		$93.2M Sell
1,071,498
-20,908
-2% -$1.72M 9.98% 3
2021
Q3 		$81.6M Buy
1,092,406
+2,308
+0.2% +$178K 9.19% 3
2021
Q2 		$80.5M Sell
1,090,098
-648
-0.1% -$45.4K 9.09% 3
2021
Q1 		$72.4M Sell
1,090,746
-9,212
-0.8% -$608K 8.32% 3
2020
Q4 		$71.5M Sell
1,099,958
-9,786
-0.9% -$596K 8.57% 3
2020
Q3 		$64.8M Sell
1,109,744
-5,312
-0.5% -$300K 8.71% 3
2020
Q2 		$58.3M Buy
1,115,056
+5,082
+0.5% +$239K 8.33% 4
2020
Q1 		$44.6M Buy
1,109,974
+26,120
+2% +$1.19M 7.39% 4
2019
Q4 		$49.7M Buy
1,083,854
+47,852
+5% +$2.05M 6.49% 4
2019
Q3 		$41.7M Sell
1,036,002
-242,862
-19% -$9.72M 6.05% 4
2019
Q2 		$49.9M Sell
1,278,864
-11,494
-0.9% -$438K 7.32% 2
2019
Q1 		$47.7M Buy
1,290,358
+4,806
+0.4% +$164K 7.16% 2
2018
Q4 		$39.8M Sell
1,285,552
-23,218
-2% -$785K 6.57% 4
2018
Q3 		$49.3M Sell
1,308,770
-2,740
-0.2% -$100K 7.22% 2
2018
Q2 		$45.6M Sell
1,311,510
-41,328
-3% -$1.42M 7.06% 2
2018
Q1 		$44.3M Sell
1,352,838
-109,980
-8% -$3.69M 9.64% 2
2017
Q4 		$46.8M Sell
1,462,818
-24,370
-2% -$764K 9.3% 3
2017
Q3 		$43.9M Buy
1,487,188
+4,612
+0.3% +$133K 6.96% 3
2017
Q2 		$40.6M Sell
1,482,576
-432,302
-23% -$11.9M 8.61% 3
2017
Q1 		$51M Buy
+1,914,878
New +$49.4M 10.83% 2

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

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

Conservest Capital Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, selling an estimated $5.73M and leaving 872,595 shares worth $166M. The position accounts for 13.22% of the portfolio, ranked #2.

Conservest Capital Advisors first reported a position in XLK in Q1 2017 and has held it in 37 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Conservest Capital Advisors held 872,595 shares of State Street Technology Select Sector SPDR ETF worth $166M as of Q2 2026.
  • Conservest Capital Advisors sold 33,527 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.73M.
  • State Street Technology Select Sector SPDR ETF made up 13.22% of Conservest Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Conservest Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.