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

Fermata 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	$232K	Buy	+1,215	New	+$208K	0.05%	234

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

Fermata Advisors's XLK Position: Q2 2026 in Review

Fermata Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,215 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings.

2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fermata Advisors held 1,215 shares of State Street Technology Select Sector SPDR ETF worth $232K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Fermata Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #234 holding.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.