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

Heritage Oak 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 		$2.38M Buy
12,493
+407
+3% +$69.5K 0.7% 18
2026
Q1 		$1.61M Sell
12,086
-910
-7% -$128K 0.51% 23
2025
Q4 		$1.87M Sell
12,996
-3,450
-21% -$498K 0.69% 24
2025
Q3 		$2.32M Buy
16,446
+3,068
+23% +$406K 0.84% 22
2025
Q2 		$1.69M Sell
13,378
-954
-7% -$106K 0.65% 27
2025
Q1 		$1.48M Sell
14,332
-2,200
-13% -$249K 0.65% 26
2024
Q4 		$1.92M Sell
16,532
-35,954
-69% -$4.18M 0.9% 21
2024
Q3 		$5.92M Buy
52,486
+42,132
+407% +$4.62M 2.73% 6
2024
Q2 		$1.17M Buy
+10,354
New +$1.09M 0.59% 30

Other funds holding XLK

WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Heritage Oak Wealth Advisors's XLK Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, buying an estimated $69.5K and bringing the position to 12,493 shares worth $2.38M. The position accounts for 0.7% of the portfolio, ranked #18.

Heritage Oak Wealth Advisors first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.92M in Q3 2024. 958 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Heritage Oak Wealth Advisors held 12,493 shares of State Street Technology Select Sector SPDR ETF worth $2.38M as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 407 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.7% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Heritage Oak Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Heritage Oak Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.92M in Q3 2024.
  • 958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.