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

Heartwood 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	$4.03M	Sell	21,162 -131	-0.6%	-$22.4K	0.31%	45
2026 Q1	$2.83M	Sell	21,293 -1,442	-6%	-$203K	0.25%	50
2025 Q4	$3.27M	Buy	22,735 +599	+3%	+$86.5K	0.3%	46
2025 Q3	$3.12M	Buy	22,136 +212	+1%	+$28.1K	0.29%	43
2025 Q2	$2.78M	Sell	21,924 -74	-0.3%	-$8.21K	0.29%	42
2025 Q1	$2.27M	Sell	21,998 -982	-4%	-$111K	0.26%	43
2024 Q4	$2.67M	Sell	22,980 -224	-1%	-$26.1K	0.3%	40
2024 Q3	$2.62M	Sell	23,204 -16	-0.1%	-$1.76K	0.29%	40
2024 Q2	$2.63M	Buy	23,220 +14	+0.1%	+$1.47K	0.31%	39
2024 Q1	$2.42M	Sell	23,206 -22,014	-49%	-$2.23M	0.3%	38
2023 Q4	$4.35M	Buy	45,220 +1,404	+3%	+$125K	0.58%	28
2023 Q3	$3.59M	Buy	43,816 +546	+1%	+$46.8K	0.53%	27
2023 Q2	$3.76M	Sell	43,270 -220	-0.5%	-$17.3K	0.53%	28
2023 Q1	$3.28M	Sell	43,490 -508	-1%	-$35K	0.49%	32
2022 Q4	$2.74M	Buy	43,998 +6,522	+17%	+$414K	0.43%	35
2022 Q3	$2.23M	Sell	37,476 -920	-2%	-$62.8K	0.39%	34
2022 Q2	$2.44M	Buy	38,396 +392	+1%	+$27.3K	0.4%	33
2022 Q1	$3.02M	Sell	38,004 -6,578	-15%	-$516K	0.45%	31
2021 Q4	$3.88M	Sell	44,582 -1,176	-3%	-$96.8K	0.58%	27
2021 Q3	$3.42M	Sell	45,758 -1,052	-2%	-$81.2K	0.53%	27
2021 Q2	$3.46M	Sell	46,810 -22,240	-32%	-$1.56M	0.53%	27
2021 Q1	$4.58M	Sell	69,050 -134,988	-66%	-$8.91M	0.74%	28
2020 Q4	$13.3M	Buy	204,038 +922	+0.5%	+$56.2K	2.14%	16
2020 Q3	$11.9M	Sell	203,116 -188,226	-48%	-$10.6M	2.27%	16
2020 Q2	$16.4M	Buy	391,342 +125,670	+47%	+$5.91M	3.25%	10
2020 Q1	$10.7M	Sell	265,672 -16,116	-6%	-$736K	2.56%	16
2019 Q4	$12.9M	Buy	+281,788	New	+$12.1M	2.47%	13

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.62% in Q2 2026, selling an estimated $22.4K and leaving 21,162 shares worth $4.03M. The position accounts for 0.31% of the portfolio, ranked #45.

Heartwood Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.4M in Q2 2020. 940 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Heartwood Wealth Advisors held 21,162 shares of State Street Technology Select Sector SPDR ETF worth $4.03M as of Q2 2026.
Heartwood Wealth Advisors sold 131 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Heartwood Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Heartwood Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $16.4M in Q2 2020.
940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.