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

Kestra 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	$93M	Buy	699,988 +29,968	+4%	+$4.22M	0.35%	47
2025 Q4	$96.5M	Buy	670,020 +4,680	+0.7%	+$676K	0.4%	38
2025 Q3	$93.8M	Sell	665,340 -14,390	-2%	-$1.91M	0.43%	34
2025 Q2	$86.1M	Buy	679,730 +36,708	+6%	+$4.07M	0.42%	30
2025 Q1	$66.4M	Sell	643,022 -114,104	-15%	-$12.9M	0.32%	41
2024 Q4	$88M	Sell	757,126 -5,996	-0.8%	-$698K	0.48%	27
2024 Q3	$86.1M	Sell	763,122 -17,516	-2%	-$1.92M	0.47%	31
2024 Q2	$88.3M	Buy	780,638 +62,320	+9%	+$6.56M	0.49%	29
2024 Q1	$74.8M	Buy	718,318 +169,468	+31%	+$17.1M	0.5%	27
2023 Q4	$52.8M	Buy	548,850 +19,398	+4%	+$1.73M	0.43%	31
2023 Q3	$43.4M	Buy	529,452 +82,080	+18%	+$7.04M	0.43%	34
2023 Q2	$38.9M	Buy	447,372 +58,876	+15%	+$4.64M	0.39%	43
2023 Q1	$29.3M	Sell	388,496 -43,958	-10%	-$3.03M	0.32%	56
2022 Q4	$26.9M	Sell	432,454 -39,818	-8%	-$2.53M	0.24%	93
2022 Q3	$28M	Buy	472,272 +39,220	+9%	+$2.68M	0.3%	66
2022 Q2	$27.5M	Buy	433,052 +21,962	+5%	+$1.53M	0.28%	68
2022 Q1	$32.7M	Buy	411,090 +17,940	+5%	+$1.41M	0.34%	57
2021 Q4	$34.2M	Sell	393,150 -33,454	-8%	-$2.76M	0.35%	61
2021 Q3	$31.9M	Buy	426,604 +86,488	+25%	+$6.67M	0.32%	66
2021 Q2	$25.1M	Buy	340,116 +33,114	+11%	+$2.32M	0.29%	74
2021 Q1	$20.4M	Sell	307,002 -419,560	-58%	-$27.7M	0.26%	81
2020 Q4	$47.2M	Buy	726,562 +185,002	+34%	+$11.3M	0.55%	26
2020 Q3	$31.7M	Buy	+541,560	New	+$30.6M	0.59%	25

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

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

Kestra Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.5% in Q1 2026, buying an estimated $4.22M and bringing the position to 699,988 shares worth $93M. The position accounts for 0.35% of the portfolio, ranked #47.

Kestra Advisory Services first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $96.5M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Kestra Advisory Services held 699,988 shares of State Street Technology Select Sector SPDR ETF worth $93M as of Q1 2026.
Kestra Advisory Services bought 29,968 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.22M.
State Street Technology Select Sector SPDR ETF made up 0.35% of Kestra Advisory Services's portfolio in Q1 2026, its #47 holding.
Kestra Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $96.5M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.