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

Invera 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	$209K	Sell	1,576 -56	-3%	-$7.89K	0.13%	94
2025 Q4	$235K	Sell	1,632 -152	-9%	-$22K	0.15%	86
2025 Q3	$251K	Sell	1,784 -28	-2%	-$3.71K	0.16%	80
2025 Q2	$229K	Buy	+1,812	New	+$201K	0.15%	80
2025 Q1	–	Sell	-1,848	Closed	-$223K	–	95
2024 Q4	$223K	Buy	1,848 +6	+0.3%	+$698	0.22%	45
2024 Q3	$219K	Buy	+1,842	New	+$202K	0.22%	45

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

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

Invera Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q1 2026, selling an estimated $7.89K and leaving 1,576 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #94.

Invera Wealth Advisors first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. The position peaked at $251K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Invera Wealth Advisors held 1,576 shares of State Street Technology Select Sector SPDR ETF worth $209K as of Q1 2026.
Invera Wealth Advisors sold 56 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.89K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Invera Wealth Advisors's portfolio in Q1 2026, its #94 holding.
Invera Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Invera Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $251K in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.