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

Insight 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	$682K	Buy	5,131 +264	+5%	+$37.2K	0.13%	106
2025 Q4	$701K	Buy	4,867 +135	+3%	+$19.5K	0.11%	128
2025 Q3	$667K	Buy	4,732 +322	+7%	+$42.6K	0.1%	131
2025 Q2	$558K	Sell	4,410 -302	-6%	-$33.5K	0.09%	142
2025 Q1	$487K	Sell	4,712 -106	-2%	-$12K	0.08%	152
2024 Q4	$565K	Buy	4,818 +178	+4%	+$20.7K	0.1%	144
2024 Q3	$524K	Buy	4,640 +618	+15%	+$67.8K	0.09%	157
2024 Q2	$455K	Buy	4,022 +662	+20%	+$69.7K	0.08%	166
2024 Q1	$350K	Buy	3,360 +760	+29%	+$76.9K	0.07%	211
2023 Q4	$250K	Buy	2,600 +108	+4%	+$9.62K	0.05%	240
2023 Q3	$204K	Sell	2,492 -188	-7%	-$16.1K	0.05%	260
2023 Q2	$233K	Sell	2,680 -310	-10%	-$24.4K	0.05%	251
2023 Q1	$226K	Buy	+2,990	New	+$206K	0.05%	273
2022 Q4	–	Sell	-3,868	Closed	-$230K	–	331
2022 Q3	$230K	Buy	3,868 +2	+0.1%	+$136	0.09%	251
2022 Q2	$285K	Sell	3,866 -662	-15%	-$46.1K	0.1%	235
2022 Q1	$360K	Sell	4,528 -754	-14%	-$59.2K	0.11%	224
2021 Q4	$459K	Buy	5,282 +332	+7%	+$27.3K	0.14%	180
2021 Q3	$411K	Sell	4,950 -200	-4%	-$15.4K	0.12%	204
2021 Q2	$394K	Buy	5,150 +212	+4%	+$14.8K	0.12%	201
2021 Q1	$345K	Sell	4,938 -128	-3%	-$8.45K	0.11%	235
2020 Q4	$329K	Buy	+5,066	New	+$309K	0.12%	193

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

Insight Advisors's XLK Position: Q1 2026 in Review

Insight Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q1 2026, buying an estimated $37.2K and bringing the position to 5,131 shares worth $682K. The position accounts for 0.13% of the portfolio, ranked #106.

Insight Advisors first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $701K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Insight Advisors held 5,131 shares of State Street Technology Select Sector SPDR ETF worth $682K as of Q1 2026.
Insight Advisors bought 264 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $37.2K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Insight Advisors's portfolio in Q1 2026, its #106 holding.
Insight Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Insight Advisors's State Street Technology Select Sector SPDR ETF position peaked at $701K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.