HBK Sorce Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HBK Sorce 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 Q1	$1.39M	Buy	7,937 +286	+4%	+$40.3K	0.03%	198
2025 Q4	$1.08M	Sell	7,651 -19	-0.2%	-$2.74K	0.02%	226
2025 Q3	$1.09M	Buy	7,670 +680	+10%	+$90.1K	0.03%	219
2025 Q2	$885K	Buy	6,990 +74	+1%	+$8.21K	0.02%	242
2025 Q1	$714K	Sell	6,916 -614	-8%	-$69.6K	0.02%	273
2024 Q4	$875K	Buy	7,530 +48	+0.6%	+$5.58K	0.03%	238
2024 Q3	$845K	Sell	7,482 -136	-2%	-$14.9K	0.03%	246
2024 Q2	$862K	Sell	7,618 -828	-10%	-$87.2K	0.03%	229
2024 Q1	$879K	Buy	8,446 +482	+6%	+$48.7K	0.03%	231
2023 Q4	$767K	Sell	7,964 -78	-1%	-$6.94K	0.03%	243
2023 Q3	$659K	Sell	8,042 -278	-3%	-$23.8K	0.03%	259
2023 Q2	$723K	Sell	8,320 -784	-9%	-$61.8K	0.03%	258
2023 Q1	$687K	Sell	9,104 -7,788	-46%	-$536K	0.03%	270
2022 Q4	$1.05M	Buy	16,892 +6,430	+61%	+$408K	0.03%	278
2022 Q3	$621K	Sell	10,462 -2,226	-18%	-$152K	0.04%	228
2022 Q2	$806K	Buy	12,688 +3,890	+44%	+$271K	0.06%	180
2022 Q1	$699K	Buy	8,798 +244	+3%	+$19.2K	0.04%	250
2021 Q4	$744K	Sell	8,554 -172	-2%	-$14.2K	0.04%	265
2021 Q3	$651K	Sell	8,726 -728	-8%	-$56.2K	0.04%	271
2021 Q2	$698K	Buy	9,454 +134	+1%	+$9.39K	0.04%	261
2021 Q1	$619K	Buy	9,320 +1,398	+18%	+$92.3K	0.04%	260
2020 Q4	$515K	Buy	7,922 +374	+5%	+$22.8K	0.03%	271
2020 Q3	$440K	Buy	7,548 +384	+5%	+$21.7K	0.03%	281
2020 Q2	$374K	Buy	7,164 +1,814	+34%	+$85.3K	0.03%	296
2020 Q1	$215K	Buy	5,350 +66	+1%	+$3.01K	0.02%	347
2019 Q4	$242K	Buy	+5,284	New	+$226K	0.02%	376

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Sorce Advisory's XLK Position: Q1 2026 in Review

HBK Sorce Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, buying an estimated $40.3K and bringing the position to 7,937 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #198.

HBK Sorce Advisory first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

HBK Sorce Advisory held 7,937 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q1 2026.
HBK Sorce Advisory bought 286 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $40.3K.
State Street Technology Select Sector SPDR ETF made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #198 holding.
HBK Sorce Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.