Guardian Wealth Advisors (North Carolina)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$334K	Sell	1,753 -11	-0.6%	-$1.88K	0.02%	296
2026 Q1	$234K	Buy	+1,764	New	+$249K	0.01%	320
2025 Q3	–	Sell	-168	Closed	-$21.4K	–	562
2025 Q2	$21.4K	Sell	168 -612	-78%	-$67.9K	﹤0.01%	445
2025 Q1	$80.6K	Buy	780 +616	+376%	+$69.8K	0.01%	358
2024 Q4	$19.1K	Buy	164 +78	+91%	+$9.07K	﹤0.01%	415
2024 Q3	$9.77K	Buy	86 +14	+19%	+$1.54K	﹤0.01%	388
2024 Q2	$8.19K	Sell	72 -462	-87%	-$48.6K	﹤0.01%	376
2024 Q1	$55.6K	Sell	534 -32	-6%	-$3.24K	0.01%	314
2023 Q4	$54.5K	Buy	566 +10	+2%	+$890	0.01%	298
2023 Q3	$45.6K	Buy	556 +12	+2%	+$1.03K	0.01%	299
2023 Q2	$47.3K	Buy	544 +6	+1%	+$473	0.01%	287
2023 Q1	$40.6K	Hold	538	–	–	0.01%	283
2022 Q4	$33.5K	Hold	538	–	–	0.01%	274
2022 Q3	$32K	Buy	538 +64	+14%	+$4.37K	0.01%	253
2022 Q2	$30K	Buy	+474	New	+$33K	0.01%	254

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

Guardian Wealth Advisors (North Carolina)'s XLK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.62% in Q2 2026, selling an estimated $1.88K and leaving 1,753 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #296.

Guardian Wealth Advisors (North Carolina) first reported a position in XLK in Q2 2022 and has held it in 15 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 1,753 shares of State Street Technology Select Sector SPDR ETF worth $334K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 11 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.88K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #296 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.