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

INVST’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	$2.19M	Sell	11,502 -5,197	-31%	-$888K	0.21%	78
2026 Q1	$2.22M	Sell	16,699 -3,206	-16%	-$452K	0.25%	70
2025 Q4	$2.87M	Buy	19,905 +11,909	+149%	+$1.72M	0.31%	63
2025 Q3	$1.13M	Buy	+7,996	New	+$1.06M	0.13%	137
2025 Q1	–	Sell	-6,720	Closed	-$781K	–	342
2024 Q4	$781K	Buy	6,720 +4,636	+222%	+$539K	0.1%	138
2024 Q3	$235K	Buy	+2,084	New	+$229K	0.03%	223
2021 Q2	–	Sell	-3,318	Closed	-$232K	–	218
2021 Q1	$232K	Hold	3,318	–	–	0.04%	180
2020 Q4	$216K	Sell	3,318 -1,398	-30%	-$85.1K	0.04%	149
2020 Q3	$278K	Hold	4,716	–	–	0.06%	130
2020 Q2	$247K	Sell	4,716 -680	-13%	-$32K	0.07%	132
2020 Q1	$207K	Sell	5,396 -656	-11%	-$29.9K	0.09%	97
2019 Q4	$277K	Sell	6,052 -2,048	-25%	-$87.7K	0.1%	67
2019 Q3	$323K	Sell	8,100 -612	-7%	-$24.5K	0.15%	61
2019 Q2	$345K	Sell	8,712 -120	-1%	-$4.58K	0.18%	44
2019 Q1	$331K	Buy	8,832 +66	+0.8%	+$2.26K	0.17%	43
2018 Q4	$272K	Sell	8,766 -248	-3%	-$8.39K	0.15%	38
2018 Q3	$341K	Sell	9,014 -38	-0.4%	-$1.39K	0.17%	38
2018 Q2	$314K	Hold	9,052	–	–	0.18%	40
2018 Q1	$289K	Sell	9,052 -2,794	-24%	-$93.8K	0.19%	35
2017 Q4	$379K	Buy	11,846 +2,562	+28%	+$80.4K	0.28%	30
2017 Q3	$274K	Buy	+9,284	New	+$267K	0.24%	31

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

INVST's XLK Position: Q2 2026 in Review

INVST reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 31% in Q2 2026, selling an estimated $888K and leaving 11,502 shares worth $2.19M. The position accounts for 0.21% of the portfolio, ranked #78.

INVST first reported a position in XLK in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.87M in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

INVST held 11,502 shares of State Street Technology Select Sector SPDR ETF worth $2.19M as of Q2 2026.
INVST sold 5,197 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $888K.
State Street Technology Select Sector SPDR ETF made up 0.21% of INVST's portfolio in Q2 2026, its #78 holding.
INVST first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 21 quarters since.
INVST's State Street Technology Select Sector SPDR ETF position peaked at $2.87M in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.