Global Strategic Investment Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Global Strategic Investment Solutions’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	$1.33M	Sell	6,969 -19	-0.3%	-$3.25K	0.12%	71
2026 Q1	$929K	Buy	6,988 +2	+0%	+$282	0.09%	76
2025 Q4	$1.01M	Buy	6,986 +8	+0.1%	+$1.16K	0.1%	78
2025 Q3	$983K	Buy	6,978 +8	+0.1%	+$1.06K	0.1%	78
2025 Q2	$883K	Buy	6,970 +6	+0.1%	+$666	0.09%	79
2025 Q1	$719K	Buy	6,964 +8	+0.1%	+$907	0.08%	83
2024 Q4	$809K	Buy	6,956 +1,216	+21%	+$141K	0.09%	80
2024 Q3	$648K	Buy	5,740 +8	+0.1%	+$878	0.08%	84
2024 Q2	$648K	Buy	5,732 +8	+0.1%	+$842	0.08%	85
2024 Q1	$596K	Buy	5,724 +6	+0.1%	+$607	0.07%	90
2023 Q4	$550K	Buy	5,718 +10	+0.2%	+$890	0.07%	86
2023 Q3	$468K	Hold	5,708	–	–	0.06%	92
2023 Q2	$496K	Buy	5,708 +1,418	+33%	+$112K	0.06%	90
2023 Q1	$324K	Hold	4,290	–	–	0.05%	102
2022 Q4	$267K	Hold	4,290	–	–	0.02%	109
2022 Q3	$255K	Hold	4,290	–	–	0.01%	114
2022 Q2	$273K	Hold	4,290	–	–	0.02%	101
2022 Q1	$341K	Hold	4,290	–	–	0.02%	99
2021 Q4	$373K	Hold	4,290	–	–	0.06%	96
2021 Q3	$320K	Hold	4,290	–	–	0.05%	106
2021 Q2	$317K	Buy	+4,290	New	+$301K	0.05%	107

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Strategic Investment Solutions's XLK Position: Q2 2026 in Review

Global Strategic Investment Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.27% in Q2 2026, selling an estimated $3.25K and leaving 6,969 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #71.

Global Strategic Investment Solutions first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Global Strategic Investment Solutions held 6,969 shares of State Street Technology Select Sector SPDR ETF worth $1.33M as of Q2 2026.
Global Strategic Investment Solutions sold 19 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.25K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #71 holding.
Global Strategic Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.