Gratus Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gratus Wealth 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	$37.6M	Sell	197,532 -2,119	-1%	-$362K	4.79%	5
2026 Q1	$26.5M	Sell	199,651 -11,462	-5%	-$1.62M	3.84%	10
2025 Q4	$30.4M	Sell	211,113 -1,633	-0.8%	-$236K	4.21%	11
2025 Q3	$30M	Buy	212,746 +2,168	+1%	+$287K	4.22%	11
2025 Q2	$26.7M	Buy	210,578 +682	+0.3%	+$75.7K	4.04%	12
2025 Q1	$21.7M	Sell	209,896 -43,142	-17%	-$4.89M	3.56%	12
2024 Q4	$29.4M	Buy	253,038 +3,564	+1%	+$415K	4.71%	7
2024 Q3	$27.9M	Buy	249,474 +8,546	+4%	+$938K	4.56%	8
2024 Q2	$26.6M	Sell	240,928 -5,986	-2%	-$630K	4.59%	8
2024 Q1	$24.3M	Sell	246,914 -14,320	-5%	-$1.45M	4.46%	9
2023 Q4	$25.1M	Buy	+261,234	New	+$23.3M	4.96%	3

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

Gratus Wealth Advisors's XLK Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $362K and leaving 197,532 shares worth $37.6M. The position accounts for 4.79% of the portfolio, ranked #5.

Gratus Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Gratus Wealth Advisors held 197,532 shares of State Street Technology Select Sector SPDR ETF worth $37.6M as of Q2 2026.
Gratus Wealth Advisors sold 2,119 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $362K.
State Street Technology Select Sector SPDR ETF made up 4.79% of Gratus Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Gratus Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.