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

Elevated 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	$883K	Hold	4,636	–	–	0.24%	89
2026 Q1	$616K	Hold	4,636	–	–	0.16%	153
2025 Q4	$667K	Sell	4,636 -52	-1%	-$7.51K	0.16%	162
2025 Q3	$661K	Sell	4,688 -184	-4%	-$24.4K	0.16%	168
2025 Q2	$503K	Hold	4,872	–	–	0.14%	187
2025 Q1	$503K	Sell	4,872 -162	-3%	-$18.4K	0.14%	187
2024 Q4	$585K	Sell	5,034 -20,780	-80%	-$2.42M	0.16%	178
2024 Q3	$2.91M	Buy	25,814 +228	+0.9%	+$25K	0.77%	30
2024 Q2	$2.89M	Buy	25,586 +720	+3%	+$75.8K	0.81%	30
2024 Q1	$2.59M	Sell	24,866 -172	-0.7%	-$17.4K	0.74%	41
2023 Q4	$2.41M	Buy	25,038 +1,654	+7%	+$147K	0.75%	41
2023 Q3	$1.92M	Sell	23,384 -326	-1%	-$28K	0.65%	47
2023 Q2	$2.06M	Sell	23,710 -1,194	-5%	-$94.1K	0.69%	42
2023 Q1	$1.88M	Sell	24,904 -1,272	-5%	-$87.5K	0.67%	49
2022 Q4	$1.63M	Sell	26,176 -4,838	-16%	-$307K	0.62%	58
2022 Q3	$1.84M	Buy	+31,014	New	+$2.12M	0.72%	37
2022 Q1	$2.49M	Buy	+31,362	New	+$2.46M	0.83%	31
2021 Q3	$2.25M	Buy	+30,064	New	+$2.32M	0.78%	34
2021 Q1	$1.82M	Buy	25,904 +3,198	+14%	+$211K	0.71%	41
2020 Q4	$1.48M	Buy	22,706 +2,540	+13%	+$155K	0.64%	50
2020 Q3	$1.19M	Buy	20,166 +1,212	+6%	+$68.5K	0.56%	51
2020 Q2	$1.2M	Buy	+18,954	New	+$892K	0.57%	55
2019 Q4	$541K	Buy	+11,810	New	+$506K	0.6%	47
2019 Q1	$915K	Buy	+21,016	New	+$719K	0.6%	49

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

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

Elevated Capital Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,636 shares worth $883K. The position accounts for 0.24% of the portfolio, ranked #89.

Elevated Capital Advisors first reported a position in XLK in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.91M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elevated Capital Advisors held 4,636 shares of State Street Technology Select Sector SPDR ETF worth $883K as of Q2 2026.
Elevated Capital Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.24% of Elevated Capital Advisors's portfolio in Q2 2026, its #89 holding.
Elevated Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.91M in Q3 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.