Insigneo Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Insigneo Advisory Services’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	$2.59M	Sell	19,476 -540	-3%	-$76.1K	0.18%	103
2025 Q4	$2.88M	Sell	20,016 -9,898	-33%	-$1.43M	0.21%	87
2025 Q3	$4.22M	Buy	29,914 +3,210	+12%	+$425K	0.3%	55
2025 Q2	$3.38M	Sell	26,704 -1,802	-6%	-$200K	0.29%	59
2025 Q1	$2.94M	Buy	28,506 +9,488	+50%	+$1.08M	0.3%	64
2024 Q4	$2.21M	Sell	19,018 -22,410	-54%	-$2.61M	0.23%	84
2024 Q3	$4.68M	Buy	41,428 +7,840	+23%	+$861K	0.47%	31
2024 Q2	$3.32M	Buy	33,588 +13,146	+64%	+$1.38M	0.37%	45
2024 Q1	$2.13M	Buy	20,442 +248	+1%	+$25.1K	0.25%	76
2023 Q4	$1.94M	Buy	20,194 +14,174	+235%	+$1.26M	0.27%	76
2023 Q3	$493K	Sell	6,020 -2,120	-26%	-$182K	0.1%	187
2023 Q2	$708K	Buy	8,140 +2,078	+34%	+$164K	0.14%	151
2023 Q1	$455K	Hold	6,062	–	–	0.15%	151
2022 Q4	$377K	Buy	+6,062	New	+$385K	0.14%	159

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

Insigneo Advisory Services's XLK Position: Q1 2026 in Review

Insigneo Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.7% in Q1 2026, selling an estimated $76.1K and leaving 19,476 shares worth $2.59M. The position accounts for 0.18% of the portfolio, ranked #103.

Insigneo Advisory Services first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.68M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Insigneo Advisory Services held 19,476 shares of State Street Technology Select Sector SPDR ETF worth $2.59M as of Q1 2026.
Insigneo Advisory Services sold 540 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $76.1K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Insigneo Advisory Services's portfolio in Q1 2026, its #103 holding.
Insigneo Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $4.68M in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.