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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's XLK Position: Q1 2026 in Review

Heritage Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 32,696 shares worth $4.35M. The position accounts for 0.17% of the portfolio, ranked #40.

Heritage Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.44M in Q1 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Heritage Wealth Advisors held 32,696 shares of State Street Technology Select Sector SPDR ETF worth $4.35M as of Q1 2026.
Heritage Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of Heritage Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Heritage Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Heritage Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $7.44M in Q1 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.