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

Fortis Group 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	$49.1K	Hold	258	–	–	0.01%	304
2026 Q1	$34.3K	Buy	258 +68	+36%	+$9.58K	0.01%	322
2025 Q4	$27.3K	Hold	190	–	–	﹤0.01%	324
2025 Q3	$26.8K	Hold	190	–	–	﹤0.01%	280
2025 Q2	$24K	Hold	190	–	–	﹤0.01%	275
2025 Q1	$19.6K	Hold	190	–	–	﹤0.01%	255
2024 Q4	$22.1K	Hold	190	–	–	﹤0.01%	248
2024 Q3	$21.4K	Hold	190	–	–	﹤0.01%	238
2024 Q2	$21.5K	Sell	190 -14,758	-99%	-$1.55M	﹤0.01%	235
2024 Q1	$1.56M	Buy	14,948 +14,568	+3,834%	+$1.47M	0.29%	72
2023 Q4	$36.6K	Buy	380 +190	+100%	+$16.9K	0.01%	187
2023 Q3	$15.6K	Buy	+190	New	+$16.3K	﹤0.01%	193
2020 Q3	$818K	Buy	+14,020	New	+$792K	0.16%	73

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

Fortis Group Advisors's XLK Position: Q2 2026 in Review

Fortis Group Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 258 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #304.

Fortis Group Advisors first reported a position in XLK in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.56M in Q1 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fortis Group Advisors held 258 shares of State Street Technology Select Sector SPDR ETF worth $49.1K as of Q2 2026.
Fortis Group Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #304 holding.
Fortis Group Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.56M in Q1 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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