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

Crewe 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	$2.74M	Buy	14,376 +639	+5%	+$109K	0.2%	52
2026 Q1	$1.83M	Sell	13,737 -60	-0.4%	-$8.46K	0.16%	65
2025 Q4	$1.99M	Sell	13,797 -607	-4%	-$87.7K	0.18%	58
2025 Q3	$2.03M	Buy	14,404 +608	+4%	+$80.5K	0.19%	56
2025 Q2	$1.75M	Sell	13,796 -184	-1%	-$20.4K	0.25%	46
2025 Q1	$1.44M	Sell	13,980 -216	-2%	-$24.5K	0.2%	48
2024 Q4	$1.65M	Sell	14,196 -334	-2%	-$38.9K	0.23%	42
2024 Q3	$1.64M	Buy	14,530 +154	+1%	+$16.9K	0.19%	43
2024 Q2	$1.63M	Buy	14,376 +52	+0.4%	+$5.47K	0.18%	53
2024 Q1	$1.49M	Sell	14,324 -60	-0.4%	-$6.07K	0.17%	53
2023 Q4	$1.38M	Buy	14,384 +640	+5%	+$57K	0.22%	33
2023 Q3	$1.13M	Hold	13,744	–	–	0.19%	35
2023 Q2	$1.19M	Sell	13,744 -168	-1%	-$13.2K	0.17%	48
2023 Q1	$1.05M	Sell	13,912 -20	-0.1%	-$1.38K	0.15%	51
2022 Q4	$867K	Buy	13,932 +12,112	+665%	+$769K	0.14%	53
2022 Q3	$108K	Buy	1,820 +462	+34%	+$31.5K	0.02%	216
2022 Q2	$86K	Buy	1,358 +730	+116%	+$50.8K	0.02%	231
2022 Q1	$50K	Sell	628 -702	-53%	-$55.1K	0.01%	225
2021 Q4	$116K	Buy	+1,330	New	+$110K	0.02%	129
2021 Q3	–	Sell	-42	Closed	-$3K	–	473
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	383
2021 Q1	$3K	Buy	+42	New	+$2.77K	﹤0.01%	403
2019 Q3	–	Sell	-580	Closed	-$23K	–	315
2019 Q2	$23K	Buy	580 +494	+574%	+$18.8K	0.01%	180
2019 Q1	$3K	Hold	86	–	–	﹤0.01%	214
2018 Q4	$3K	Hold	86	–	–	﹤0.01%	213
2018 Q3	$3K	Sell	86 -590	-87%	-$21.6K	﹤0.01%	227
2018 Q2	$23K	Sell	676 -330	-33%	-$11.3K	0.02%	168
2018 Q1	$33K	Sell	1,006 -2,470	-71%	-$83K	0.03%	148
2017 Q4	$111K	Buy	+3,476	New	+$109K	0.11%	73

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

Crewe Advisors's XLK Position: Q2 2026 in Review

Crewe Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.7% in Q2 2026, buying an estimated $109K and bringing the position to 14,376 shares worth $2.74M. The position accounts for 0.2% of the portfolio, ranked #52.

Crewe Advisors first reported a position in XLK in Q4 2017 and has held it in 28 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Crewe Advisors held 14,376 shares of State Street Technology Select Sector SPDR ETF worth $2.74M as of Q2 2026.
Crewe Advisors bought 639 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Technology Select Sector SPDR ETF made up 0.2% of Crewe Advisors's portfolio in Q2 2026, its #52 holding.
Crewe Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.