Gladstone Institutional Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gladstone Institutional 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 Q2	$16.5M	Buy	86,525 +15,665	+22%	+$2.68M	0.52%	45
2026 Q1	$9.42M	Buy	70,860 +19,222	+37%	+$2.71M	0.35%	59
2025 Q4	$7.43M	Sell	51,638 -80,894	-61%	-$11.7M	0.28%	79
2025 Q3	$18.7M	Sell	132,532 -272	-0.2%	-$36K	0.72%	30
2025 Q2	$16.8M	Sell	132,804 -4,152	-3%	-$461K	0.69%	29
2025 Q1	$14.1M	Buy	136,956 +25,808	+23%	+$2.93M	0.66%	31
2024 Q4	$12.9M	Buy	111,148 +18,114	+19%	+$2.11M	0.6%	33
2024 Q3	$10.5M	Buy	93,034 +13,030	+16%	+$1.43M	0.51%	44
2024 Q2	$9.05M	Buy	80,004 +23,742	+42%	+$2.5M	0.47%	46
2024 Q1	$5.86M	Sell	56,262 -103,638	-65%	-$10.5M	0.32%	75
2023 Q4	$15.4M	Buy	159,900 +104,234	+187%	+$9.28M	0.86%	18
2023 Q3	$4.56M	Sell	55,666 -224,330	-80%	-$19.2M	0.3%	84
2023 Q2	$24.3M	Buy	279,996 +7,218	+3%	+$569K	1.48%	10
2023 Q1	$20.6M	Buy	272,778 +39,342	+17%	+$2.71M	1.33%	11
2022 Q4	$14.5M	Sell	233,436 -30,416	-12%	-$1.93M	1.03%	12
2022 Q3	$15.7M	Buy	263,852 +2,762	+1%	+$188K	1.22%	9
2022 Q2	$16.6M	Buy	261,090 +45,722	+21%	+$3.18M	1.31%	10
2022 Q1	$17.1M	Buy	215,368 +139,452	+184%	+$10.9M	1.16%	10
2021 Q4	$6.6M	Buy	75,916 +47,230	+165%	+$3.89M	0.51%	43
2021 Q3	$2.14M	Buy	28,686 +1,594	+6%	+$123K	0.21%	136
2021 Q2	$2M	Buy	27,092 +1,348	+5%	+$94.4K	0.24%	107
2021 Q1	$1.71M	Buy	25,744 +19,148	+290%	+$1.26M	0.27%	93
2020 Q4	$429K	Sell	6,596 -500	-7%	-$30.5K	0.09%	176
2020 Q3	$414K	Buy	7,096 +284	+4%	+$16K	0.1%	162
2020 Q2	$356K	Sell	6,812 -2,522	-27%	-$119K	0.09%	161
2020 Q1	$375K	Buy	+9,334	New	+$426K	0.1%	164

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Gladstone Institutional Advisory's XLK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q2 2026, buying an estimated $2.68M and bringing the position to 86,525 shares worth $16.5M. The position accounts for 0.52% of the portfolio, ranked #45.

Gladstone Institutional Advisory first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. The position peaked at $24.3M in Q2 2023. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Gladstone Institutional Advisory held 86,525 shares of State Street Technology Select Sector SPDR ETF worth $16.5M as of Q2 2026.
Gladstone Institutional Advisory bought 15,665 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.68M.
State Street Technology Select Sector SPDR ETF made up 0.52% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #45 holding.
Gladstone Institutional Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Gladstone Institutional Advisory's State Street Technology Select Sector SPDR ETF position peaked at $24.3M in Q2 2023.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.