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

Heritage 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	$6.26M	Buy	32,855 +159	+0.5%	+$27.2K	0.21%	36
2026 Q1	$4.35M	Hold	32,696	–	–	0.17%	40
2025 Q4	$4.71M	Hold	32,696	–	–	0.18%	44
2025 Q3	$4.61M	Hold	32,696	–	–	0.2%	42
2025 Q2	$4.14M	Sell	32,696 -4,706	-13%	-$522K	0.2%	43
2025 Q1	$3.86M	Sell	37,402 -1,230	-3%	-$139K	0.2%	44
2024 Q4	$4.49M	Hold	38,632	–	–	0.22%	42
2024 Q3	$4.36M	Buy	38,632 +4,706	+14%	+$517K	0.2%	44
2024 Q2	$3.84M	Hold	33,926	–	–	0.17%	47
2024 Q1	$3.53M	Sell	33,926 -6,286	-16%	-$636K	0.16%	49
2023 Q4	$3.87M	Hold	40,212	–	–	0.19%	45
2023 Q3	$3.3M	Buy	40,212 +1,230	+3%	+$105K	0.18%	44
2023 Q2	$3.39M	Sell	38,982 -650	-2%	-$51.2K	0.18%	45
2023 Q1	$2.99M	Buy	39,632 +1,250	+3%	+$86K	0.17%	44
2022 Q4	$2.39M	Hold	38,382	–	–	0.14%	50
2022 Q3	$2.28M	Sell	38,382 -402	-1%	-$27.4K	0.17%	45
2022 Q2	$2.46M	Buy	38,784 +2,042	+6%	+$142K	0.17%	45
2022 Q1	$2.92M	Sell	36,742 -43,720	-54%	-$3.43M	0.16%	48
2021 Q4	$7M	Hold	80,462	–	–	0.38%	35
2021 Q3	$6.01M	Sell	80,462 -16	-0%	-$1.23K	0.37%	38
2021 Q2	$5.94M	Sell	80,478 -31,594	-28%	-$2.21M	0.37%	38
2021 Q1	$7.44M	Hold	112,072	–	–	0.45%	33
2020 Q4	$7.29M	Buy	112,072 +111,872	+55,936%	+$6.81M	0.46%	35
2020 Q3	$11.7K	Sell	200 -240	-55%	-$13.6K	﹤0.01%	392
2020 Q2	$23K	Sell	440 -160	-27%	-$7.53K	﹤0.01%	320
2020 Q1	$24.1K	Hold	600	–	–	﹤0.01%	301
2019 Q4	$27.5K	Hold	600	–	–	﹤0.01%	352
2019 Q3	$24K	Sell	600 -22	-4%	-$880	﹤0.01%	336
2019 Q2	$24.3K	Hold	622	–	–	﹤0.01%	321
2019 Q1	$23K	Hold	622	–	–	﹤0.01%	292
2018 Q4	$19K	Buy	+622	New	+$21K	﹤0.01%	272

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

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

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

Heritage Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.49% in Q2 2026, buying an estimated $27.2K and bringing the position to 32,855 shares worth $6.26M. The position accounts for 0.21% of the portfolio, ranked #36.

Heritage Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.44M in Q1 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Heritage Wealth Advisors held 32,855 shares of State Street Technology Select Sector SPDR ETF worth $6.26M as of Q2 2026.
Heritage Wealth Advisors bought 159 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $27.2K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Heritage Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Heritage Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $7.44M in Q1 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.