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Gradient Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gradient Capital 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 		$356K Hold
1,868
– – 0.08% 132
2026
Q1 		$248K Sell
1,868
-270
-13% -$38K 0.06% 152
2025
Q4 		$308K Sell
2,138
-142
-6% -$20.5K 0.08% 136
2025
Q3 		$321K Buy
+2,280
New +$302K 0.09% 127

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Gradient Capital Advisors's XLK Position: Q2 2026 in Review

Gradient Capital Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,868 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #132.

Gradient Capital Advisors first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Gradient Capital Advisors held 1,868 shares of State Street Technology Select Sector SPDR ETF worth $356K as of Q2 2026.
  • Gradient Capital 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 0.08% of Gradient Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Gradient Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.