HTG Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HTG Investment 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	$1.34M	Buy	7,036 +358	+5%	+$61.2K	0.34%	35
2026 Q1	$888K	Hold	6,678	–	–	0.25%	42
2025 Q4	$961K	Hold	6,678	–	–	0.3%	34
2025 Q3	$941K	Hold	6,678	–	–	0.32%	34
2025 Q2	$846K	Buy	6,678 +830	+14%	+$92.1K	0.31%	35
2025 Q1	$604K	Sell	5,848 -806	-12%	-$91.4K	0.25%	39
2024 Q4	$774K	Sell	6,654 -16	-0.2%	-$1.86K	0.35%	34
2024 Q3	$753K	Buy	6,670 +16	+0.2%	+$1.76K	0.36%	33
2024 Q2	$753K	Hold	6,654	–	–	0.41%	34
2024 Q1	$693K	Hold	6,654	–	–	0.4%	34
2023 Q4	$640K	Hold	6,654	–	–	0.42%	32
2023 Q3	$545K	Hold	6,654	–	–	0.44%	31
2023 Q2	$578K	Hold	6,654	–	–	0.48%	31
2023 Q1	$502K	Sell	6,654 -526	-7%	-$36.2K	0.46%	30
2022 Q4	$447K	Buy	+7,180	New	+$456K	0.45%	32

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HTG Investment Advisors's XLK Position: Q2 2026 in Review

HTG Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q2 2026, buying an estimated $61.2K and bringing the position to 7,036 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #35.

HTG Investment Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HTG Investment Advisors held 7,036 shares of State Street Technology Select Sector SPDR ETF worth $1.34M as of Q2 2026.
HTG Investment Advisors bought 358 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $61.2K.
State Street Technology Select Sector SPDR ETF made up 0.34% of HTG Investment Advisors's portfolio in Q2 2026, its #35 holding.
HTG Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.