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

Fortis 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 Q1	$957K	Sell	7,199 -691	-9%	-$97.4K	0.48%	39
2025 Q4	$1.14M	Buy	7,890 +1,460	+23%	+$211K	0.62%	33
2025 Q3	$906K	Buy	6,430 +672	+12%	+$89K	0.51%	39
2025 Q2	$729K	Sell	5,758 -120	-2%	-$13.3K	0.47%	37
2025 Q1	$607K	Sell	5,878 -298	-5%	-$33.8K	0.4%	48
2024 Q4	$718K	Buy	6,176 +1,370	+29%	+$159K	0.47%	38
2024 Q3	$542K	Buy	4,806 +2,232	+87%	+$245K	0.35%	52
2024 Q2	$291K	Buy	2,574 +4	+0.2%	+$421	0.21%	78
2024 Q1	$268K	Buy	+2,570	New	+$260K	0.18%	79
2023 Q2	–	Sell	-24	Closed	-$1.82K	–	261
2023 Q1	$1.82K	Buy	+24	New	+$1.65K	﹤0.01%	246
2020 Q1	–	Sell	-800	Closed	-$37K	–	394
2019 Q4	$37K	Hold	800	–	–	0.02%	219
2019 Q3	$32K	Hold	800	–	–	0.02%	229
2019 Q2	$31K	Hold	800	–	–	0.02%	263
2019 Q1	$30K	Hold	800	–	–	0.02%	251
2018 Q4	$25K	Hold	800	–	–	0.02%	251
2018 Q3	$30K	Hold	800	–	–	0.02%	228
2018 Q2	$28K	Hold	800	–	–	0.02%	231
2018 Q1	$26K	Buy	+800	New	+$26.9K	0.01%	199
2017 Q4	–	Sell	-800	Closed	-$24K	–	305
2017 Q3	$24K	Hold	800	–	–	0.02%	196
2017 Q2	$22K	Hold	800	–	–	0.02%	77
2017 Q1	$22K	Buy	+800	New	+$20.6K	0.02%	67

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortis Advisors's XLK Position: Q1 2026 in Review

Fortis Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.8% in Q1 2026, selling an estimated $97.4K and leaving 7,199 shares worth $957K. The position accounts for 0.48% of the portfolio, ranked #39.

Fortis Advisors first reported a position in XLK in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.14M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Fortis Advisors held 7,199 shares of State Street Technology Select Sector SPDR ETF worth $957K as of Q1 2026.
Fortis Advisors sold 691 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $97.4K.
State Street Technology Select Sector SPDR ETF made up 0.48% of Fortis Advisors's portfolio in Q1 2026, its #39 holding.
Fortis Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 21 quarters since.
Fortis Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.14M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.