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

HCR 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	$1.82M	Sell	9,565 -25	-0.3%	-$4.27K	0.16%	86
2026 Q1	$1.27M	Buy	9,590 +3	+0%	+$423	0.13%	96
2025 Q4	$1.38M	Sell	9,587 -7	-0.1%	-$1.01K	0.14%	96
2025 Q3	$1.37M	Sell	9,594 -30	-0.3%	-$3.97K	0.14%	88
2025 Q2	$1.22M	Sell	9,624 -34	-0.4%	-$3.77K	0.14%	93
2025 Q1	$997K	Hold	9,658	–	–	0.13%	101
2024 Q4	$1.12M	Hold	9,658	–	–	0.14%	93
2024 Q3	$1.09M	Sell	9,658 -420	-4%	-$46.1K	0.14%	96
2024 Q2	$1.14M	Buy	10,078 +416	+4%	+$43.8K	0.16%	86
2024 Q1	$1.01M	Sell	9,662 -50	-0.5%	-$5.06K	0.15%	93
2023 Q4	$935K	Buy	+9,712	New	+$865K	0.15%	92
2021 Q1	–	Sell	-870	Closed	-$57K	–	289
2020 Q4	$57K	Buy	870 +320	+58%	+$19.5K	0.01%	205
2020 Q3	$32K	Buy	550 +180	+49%	+$10.2K	0.01%	194
2020 Q2	$19K	Hold	370	–	–	﹤0.01%	207
2020 Q1	$15K	Hold	370	–	–	﹤0.01%	199
2019 Q4	$17K	Buy	+370	New	+$15.8K	﹤0.01%	200

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

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

HCR Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q2 2026, selling an estimated $4.27K and leaving 9,565 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #86.

HCR Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 16 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HCR Wealth Advisors held 9,565 shares of State Street Technology Select Sector SPDR ETF worth $1.82M as of Q2 2026.
HCR Wealth Advisors sold 25 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.27K.
State Street Technology Select Sector SPDR ETF made up 0.16% of HCR Wealth Advisors's portfolio in Q2 2026, its #86 holding.
HCR Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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