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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.96M Sell
26,031
-904
-3% -$154K 0.17% 119
2026
Q1
$3.58M Buy
26,935
+2,507
+10% +$353K 0.11% 149
2025
Q4
$3.52M Buy
24,428
+1,550
+7% +$224K 0.13% 130
2025
Q3
$3.22M Buy
22,878
+3,654
+19% +$484K 0.13% 137
2025
Q2
$2.43M Sell
19,224
-982
-5% -$109K 0.11% 142
2025
Q1
$2.09M Buy
20,206
+3,386
+20% +$384K 0.11% 142
2024
Q4
$1.96M Buy
16,820
+9,674
+135% +$1.13M 0.11% 151
2024
Q3
$807K Buy
7,146
+752
+12% +$82.5K 0.05% 251
2024
Q2
$700K Buy
6,394
+506
+9% +$53.3K 0.05% 265
2024
Q1
$578K Buy
5,888
+5,174
+725% +$523K 0.05% 247
2023
Q4
$68.7K Sell
714
-104
-13% -$9.26K 0.01% 776
2023
Q3
$67.1K Hold
818
0.01% 708
2023
Q2
$71.1K Sell
818
-248
-23% -$19.5K 0.01% 705
2023
Q1
$80.5K Buy
1,066
+18
+2% +$1.24K 0.01% 619
2022
Q4
$65.2K Buy
1,048
+476
+83% +$30.2K 0.01% 642
2022
Q3
$34K Hold
572
0.01% 740
2022
Q2
$36K Hold
572
0.01% 688
2022
Q1
$45K Sell
572
-76
-12% -$5.97K 0.01% 489
2021
Q4
$57K Buy
+648
New +$53.4K 0.02% 403

Other funds holding XLK

EverSource Wealth Advisors's XLK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, selling an estimated $154K and leaving 26,031 shares worth $4.96M. The position accounts for 0.17% of the portfolio, ranked #119.

EverSource Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • EverSource Wealth Advisors held 26,031 shares of State Street Technology Select Sector SPDR ETF worth $4.96M as of Q2 2026.
  • EverSource Wealth Advisors sold 904 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
  • State Street Technology Select Sector SPDR ETF made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • EverSource Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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