DAS
XLK icon

Dynamic Advisor Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Dynamic Advisor Solutions’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 		$10.4M Buy
54,649
+4,733
+9% +$809K 0.3% 72
2026
Q1 		$6.63M Buy
49,916
+28
+0.1% +$3.95K 0.21% 109
2025
Q4 		$7.18M Sell
49,888
-68,418
-58% -$9.88M 0.23% 95
2025
Q3 		$16.7M Buy
118,306
+45,162
+62% +$5.98M 0.48% 50
2025
Q2 		$9.26M Buy
73,144
+4,778
+7% +$530K 0.29% 82
2025
Q1 		$7.06M Buy
+68,366
New +$7.75M 0.23% 105
2024
Q4 		– Sell
-60,252
Closed -$6.8M – 940
2024
Q3 		$6.8M Sell
60,252
-6,576
-10% -$722K 0.2% 119
2024
Q2 		$7.56M Sell
66,828
-1,668
-2% -$176K 0.24% 94
2024
Q1 		$7.13M Buy
68,496
+6,990
+11% +$707K 0.24% 101
2023
Q4 		$5.66M Buy
61,506
+7,382
+14% +$657K 0.21% 132
2023
Q3 		$4.44M Buy
54,124
+18,706
+53% +$1.6M 0.21% 135
2023
Q2 		$3.08M Buy
35,418
+2,722
+8% +$215K 0.16% 167
2023
Q1 		$2.47M Buy
32,696
+554
+2% +$38.1K 0.14% 181
2022
Q4 		$2M Sell
32,142
-332
-1% -$21.1K 0.14% 178
2022
Q3 		$1.93M Buy
32,474
+5,040
+18% +$344K 0.15% 155
2022
Q2 		$1.74M Sell
27,434
-61,112
-69% -$4.26M 0.13% 171
2022
Q1 		$7.04M Buy
88,546
+68,600
+344% +$5.39M 0.49% 38
2021
Q4 		$1.73M Sell
19,946
-1,524
-7% -$126K 0.12% 181
2021
Q3 		$1.6M Buy
21,470
+2,624
+14% +$202K 0.12% 200
2021
Q2 		$1.39M Buy
18,846
+1,030
+6% +$72.2K 0.11% 214
2021
Q1 		$1.18M Sell
17,816
-2,410
-12% -$159K 0.11% 224
2020
Q4 		$1.31M Buy
20,226
+5,052
+33% +$308K 0.12% 189
2020
Q3 		$885K Sell
15,174
-1,450
-9% -$81.9K 0.1% 227
2020
Q2 		$868K Buy
16,624
+642
+4% +$30.2K 0.12% 202
2020
Q1 		$642K Sell
15,982
-16,308
-51% -$744K 0.12% 205
2019
Q4 		$1.48M Buy
32,290
+1,304
+4% +$55.8K 0.2% 127
2019
Q3 		$1.25M Sell
30,986
-9,166
-23% -$367K 0.19% 135
2019
Q2 		$1.57M Buy
40,152
+18,978
+90% +$724K 0.25% 106
2019
Q1 		$783K Buy
21,174
+1,552
+8% +$53.1K 0.15% 161
2018
Q4 		$647K Sell
19,622
-63,236
-76% -$2.14M 0.14% 170
2018
Q3 		$3.12M Buy
82,858
+888
+1% +$32.6K 0.65% 40
2018
Q2 		$2.85M Buy
81,970
+47,364
+137% +$1.62M 0.65% 37
2018
Q1 		$1.13M Buy
34,606
+898
+3% +$30.2K 0.29% 104
2017
Q4 		$1.08M Buy
33,708
+1,872
+6% +$58.7K 0.35% 94
2017
Q3 		$941K Sell
31,836
-5,618
-15% -$162K 0.37% 90
2017
Q2 		$1.02M Buy
37,454
+4,426
+13% +$122K 0.4% 79
2017
Q1 		$880K Buy
33,028
+1,902
+6% +$49K 0.34% 87
2016
Q4 		$753K Buy
31,126
+8,292
+36% +$198K 0.3% 96
2016
Q3 		$546K Buy
22,834
+1,168
+5% +$27.1K 0.21% 133
2016
Q2 		$470K Sell
21,666
-2,308
-10% -$50.1K 0.19% 129
2016
Q1 		$532K Buy
23,974
+2,440
+11% +$50.4K 0.23% 114
2015
Q4 		$461K Buy
+21,534
New +$464K 0.19% 134

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Dynamic Advisor Solutions's XLK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.5% in Q2 2026, buying an estimated $809K and bringing the position to 54,649 shares worth $10.4M. The position accounts for 0.3% of the portfolio, ranked #72.

Dynamic Advisor Solutions first reported a position in XLK in Q4 2015 and has held it in 42 quarters since. The position peaked at $16.7M in Q3 2025. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Dynamic Advisor Solutions held 54,649 shares of State Street Technology Select Sector SPDR ETF worth $10.4M as of Q2 2026.
  • Dynamic Advisor Solutions bought 4,733 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $809K.
  • State Street Technology Select Sector SPDR ETF made up 0.3% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #72 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
  • Dynamic Advisor Solutions's State Street Technology Select Sector SPDR ETF position peaked at $16.7M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.