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

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return