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

Fidelis Wealth 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	$3.42M	Sell	17,938 -13,214	-42%	-$2.26M	5.12%	5
2026 Q1	$4.14M	Buy	31,152 +799	+3%	+$113K	6.03%	4
2025 Q4	$4.37M	Buy	+30,353	New	+$4.38M	6.33%	4

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

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

Fidelis Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 42% in Q2 2026, selling an estimated $2.26M and leaving 17,938 shares worth $3.42M. The position accounts for 5.12% of the portfolio, ranked #5.

Fidelis Wealth Advisors first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.37M in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fidelis Wealth Advisors held 17,938 shares of State Street Technology Select Sector SPDR ETF worth $3.42M as of Q2 2026.
Fidelis Wealth Advisors sold 13,214 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.26M.
State Street Technology Select Sector SPDR ETF made up 5.12% of Fidelis Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Fidelis Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Fidelis Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $4.37M in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fidelis Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.