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 Q2	$1.47M	Sell	7,926 -11	-0.1%	-$1.88K	0.03%	201
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

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

APTFM

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

HBK Sorce Advisory's XLK Position: Q2 2026 in Review

HBK Sorce Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q2 2026, selling an estimated $1.88K and leaving 7,926 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #201.

HBK Sorce Advisory first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HBK Sorce Advisory held 7,926 shares of State Street Technology Select Sector SPDR ETF worth $1.47M as of Q2 2026.
HBK Sorce Advisory 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 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #201 holding.
HBK Sorce Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.