Global Assets Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Global Assets 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	$2.92M	Buy	15,706 +11,245	+252%	+$1.92M	0.64%	35
2026 Q1	$587K	Sell	4,461 -10,350	-70%	-$1.46M	0.17%	113
2025 Q4	$2.13M	Buy	14,811 +761	+5%	+$110K	0.61%	36
2025 Q3	$1.98M	Buy	14,050 +750	+6%	+$99.3K	0.59%	38
2025 Q2	$1.67M	Sell	13,300 -25,496	-66%	-$2.83M	0.65%	36
2025 Q1	$3.83M	Buy	38,796 +24,734	+176%	+$2.8M	0.72%	29
2024 Q4	$1.63M	Sell	14,062 -298	-2%	-$34.7K	0.9%	25
2024 Q3	$1.58M	Buy	+14,360	New	+$1.58M	0.87%	27
2024 Q2	–	Sell	-13,116	Closed	-$1.37M	–	539
2024 Q1	$1.37M	Buy	+13,116	New	+$1.33M	0.82%	23
2023 Q4	–	Sell	-11,090	Closed	-$909K	–	134
2023 Q3	$909K	Buy	11,090 +968	+10%	+$83K	0.8%	34
2023 Q2	$880K	Buy	10,122 +1,420	+16%	+$112K	0.8%	36
2023 Q1	$651K	Sell	8,702 -610	-7%	-$42K	0.66%	43
2022 Q4	$579K	Buy	9,312 +2,638	+40%	+$168K	0.61%	47
2022 Q3	$427K	Buy	+6,674	New	+$455K	0.43%	66

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

Global Assets Advisory's XLK Position: Q2 2026 in Review

Global Assets Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 252% in Q2 2026, buying an estimated $1.92M and bringing the position to 15,706 shares worth $2.92M. The position accounts for 0.64% of the portfolio, ranked #35.

Global Assets Advisory first reported a position in XLK in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.83M in Q1 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Global Assets Advisory held 15,706 shares of State Street Technology Select Sector SPDR ETF worth $2.92M as of Q2 2026.
Global Assets Advisory bought 11,245 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.92M.
State Street Technology Select Sector SPDR ETF made up 0.64% of Global Assets Advisory's portfolio in Q2 2026, its #35 holding.
Global Assets Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 14 quarters since.
Global Assets Advisory's State Street Technology Select Sector SPDR ETF position peaked at $3.83M in Q1 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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