High Net Worth Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
8,462
+2,714
+47% +$464K 0.34% 66
2026
Q1
$764K Buy
5,748
+1
+0% +$141 0.18% 116
2025
Q4
$828K Buy
5,747
+25
+0.4% +$3.61K 0.19% 111
2025
Q3
$807K Buy
5,722
+2
+0% +$265 0.19% 107
2025
Q2
$725K Sell
5,720
-2
-0% -$222 0.19% 105
2025
Q1
$591K Hold
5,722
0.17% 114
2024
Q4
$666K Hold
5,722
0.19% 106
2024
Q3
$646K Hold
5,722
0.18% 110
2024
Q2
$647K Hold
5,722
0.2% 103
2024
Q1
$596K Buy
5,722
+98
+2% +$9.91K 0.19% 109
2023
Q4
$541K Hold
5,624
0.2% 102
2023
Q3
$461K Buy
5,624
+2
+0% +$172 0.18% 108
2023
Q2
$489K Buy
5,622
+70
+1% +$5.52K 0.19% 111
2023
Q1
$419K Hold
5,552
0.17% 119
2022
Q4
$345K Sell
5,552
-62
-1% -$3.94K 0.13% 133
2022
Q3
$333K Buy
5,614
+1,214
+28% +$82.8K 0.14% 131
2022
Q2
$280K Hold
4,400
0.12% 148
2022
Q1
$350K Sell
4,400
-1,548
-26% -$122K 0.13% 134
2021
Q4
$517K Buy
+5,948
New +$490K 0.18% 108

Other funds holding XLK

High Net Worth Advisory Group's XLK Position: Q2 2026 in Review

High Net Worth Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 47% in Q2 2026, buying an estimated $464K and bringing the position to 8,462 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #66.

High Net Worth Advisory Group first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • High Net Worth Advisory Group held 8,462 shares of State Street Technology Select Sector SPDR ETF worth $1.61M as of Q2 2026.
  • High Net Worth Advisory Group bought 2,714 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $464K.
  • State Street Technology Select Sector SPDR ETF made up 0.34% of High Net Worth Advisory Group's portfolio in Q2 2026, its #66 holding.
  • High Net Worth Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.