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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
2022
Q2 		– Sell
-20,000
Closed -$40K – 789
2022
Q1 		$40K Buy
+20,000
New +$1.57M ﹤0.01% 715

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.