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

Foundations Investment 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 		$11M Sell
57,869
-45,993
-44% -$7.86M 0.11% 166
2026
Q1 		$13.8M Buy
103,862
+64,629
+165% +$9.11M 0.17% 133
2025
Q4 		$5.65M Sell
39,233
-64,511
-62% -$9.32M 0.07% 210
2025
Q3 		$14.6M Sell
103,744
-17,304
-14% -$2.29M 0.21% 109
2025
Q2 		$15.3M Sell
121,048
-55,384
-31% -$6.15M 0.24% 105
2025
Q1 		$18.2M Sell
176,432
-370,960
-68% -$42.1M 0.34% 72
2024
Q4 		$63.6M Buy
547,392
+65,732
+14% +$7.65M 1.23% 20
2024
Q3 		$54.4M Buy
481,660
+74,954
+18% +$8.23M 1.14% 21
2024
Q2 		$46M Buy
406,706
+12,476
+3% +$1.31M 1.12% 23
2024
Q1 		$41.1M Buy
394,230
+15,604
+4% +$1.58M 1.07% 23
2023
Q4 		$37.9M Sell
378,626
-21,540
-5% -$1.92M 1.02% 24
2023
Q3 		$32.8M Sell
400,166
-246,270
-38% -$21.1M 1.01% 23
2023
Q2 		$56.2M Buy
646,436
+269,168
+71% +$21.2M 1.86% 12
2023
Q1 		$28.5M Sell
377,268
-36,382
-9% -$2.5M 1.02% 19
2022
Q4 		$25.7M Buy
413,650
+27,318
+7% +$1.73M 1.02% 16
2022
Q3 		$22.9M Buy
386,332
+104,554
+37% +$7.14M 1% 16
2022
Q2 		$18.3M Buy
281,778
+130,012
+86% +$9.06M 0.77% 16
2022
Q1 		$11.1M Buy
151,766
+68,636
+83% +$5.39M 0.43% 24
2021
Q4 		$7.01M Buy
83,130
+28,332
+52% +$2.33M 0.26% 30
2021
Q3 		$4.12M Sell
54,798
-10,036
-15% -$774K 0.18% 49
2021
Q2 		$4.9M Buy
64,834
+25,092
+63% +$1.76M 0.24% 44
2021
Q1 		$2.75M Sell
39,742
-37,802
-49% -$2.5M 0.16% 53
2020
Q4 		$5.07M Buy
77,544
+19,136
+33% +$1.17M 0.33% 27
2020
Q3 		$3.36M Sell
58,408
-11,832
-17% -$669K 0.74% 21
2020
Q2 		$3.7M Sell
70,240
-11,784
-14% -$554K 0.33% 27
2020
Q1 		$3.14M Sell
82,024
-1,548,104
-95% -$70.7M 0.36% 15
2019
Q4 		$75.4M Buy
1,630,128
+1,010,088
+163% +$43.2M 9.27% 1
2019
Q3 		$24.6M Buy
620,040
+33,514
+6% +$1.34M 3.22% 13
2019
Q2 		$23.5M Buy
+586,526
New +$22.4M 3.53% 9
2019
Q1 		– Sell
-1,212,472
Closed -$41.4M – 125
2018
Q4 		$41.4M Buy
1,212,472
+1,135,464
+1,474% +$38.4M 8.76% 3
2018
Q3 		$2.9M Buy
77,008
+13,356
+21% +$490K 0.71% 23
2018
Q2 		$2.21M Buy
+63,652
New +$2.18M 0.59% 26

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's XLK Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q2 2026, selling an estimated $7.86M and leaving 57,869 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #166.

Foundations Investment Advisors first reported a position in XLK in Q2 2018 and has held it in 32 quarters since. The position peaked at $75.4M in Q4 2019. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Foundations Investment Advisors held 57,869 shares of State Street Technology Select Sector SPDR ETF worth $11M as of Q2 2026.
  • Foundations Investment Advisors sold 45,993 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.86M.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Foundations Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Foundations Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 32 quarters since.
  • Foundations Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $75.4M in Q4 2019.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.