Financial Services Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Services Advisory’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 Q1	–	Sell	-69,030	Closed	-$9.94M	–	78
2025 Q4	$9.94M	Sell	69,030 -1,282	-2%	-$185K	3.57%	8
2025 Q3	$9.91M	Buy	70,312 +26,792	+62%	+$3.55M	3.82%	8
2025 Q2	$5.51M	Buy	43,520 +35,996	+478%	+$3.99M	2.66%	11
2025 Q1	$777K	Buy	+7,524	New	+$853K	0.29%	38
2024 Q3	–	Sell	-13,648	Closed	-$1.54M	–	68
2024 Q2	$1.54M	Buy	13,648 +7,804	+134%	+$822K	0.42%	31
2024 Q1	$609K	Sell	5,844 -6,106	-51%	-$617K	0.15%	48
2023 Q4	$1.15M	Buy	11,950 +5,256	+79%	+$468K	0.33%	39
2023 Q3	$549K	Sell	6,694 -26,364	-80%	-$2.26M	0.27%	39
2023 Q2	$2.87M	Buy	33,058 +16,724	+102%	+$1.32M	1.19%	17
2023 Q1	$1.23M	Buy	+16,334	New	+$1.12M	0.81%	21
2022 Q1	–	Sell	-9,092	Closed	-$790K	–	53
2021 Q4	$790K	Buy	+9,092	New	+$749K	0.25%	36

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Financial Services Advisory's XLK Position: Q1 2026 in Review

Financial Services Advisory sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 69,030 shares — an estimated $9.94M sold.

Financial Services Advisory first reported a position in XLK in Q4 2021 and held it in 11 quarters. The position peaked at $9.94M in Q4 2025. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Services Advisory reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 69,030 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.94M.
Financial Services Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 11 quarters.
Financial Services Advisory's State Street Technology Select Sector SPDR ETF position peaked at $9.94M in Q4 2025.
2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.