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

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

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. 2,660 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.
2,660 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.