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

Kestra Private Wealth 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 Q2	$16.4M	Sell	86,130 -3	-0%	-$513	0.18%	134
2026 Q1	$11.4M	Sell	86,133 -18	-0%	-$2.54K	0.14%	161
2025 Q4	$12.4M	Buy	86,151 +26,583	+45%	+$3.84M	0.15%	145
2025 Q3	$8.39M	Sell	59,568 -1,500	-2%	-$199K	0.11%	209
2025 Q2	$7.73M	Sell	61,068 -12,084	-17%	-$1.34M	0.11%	210
2025 Q1	$7.55M	Buy	73,152 +2,028	+3%	+$230K	0.13%	183
2024 Q4	$8.27M	Sell	71,124 -26	-0%	-$3.02K	0.14%	164
2024 Q3	$8.03M	Sell	71,150 -116	-0.2%	-$12.7K	0.15%	153
2024 Q2	$8.06M	Sell	71,266 -620	-0.9%	-$65.3K	0.16%	139
2024 Q1	$7.49M	Buy	71,886 +626	+0.9%	+$63.3K	0.17%	150
2023 Q4	$6.86M	Buy	71,260 +1,148	+2%	+$102K	0.18%	145
2023 Q3	$5.75M	Buy	70,112 +4,900	+8%	+$420K	0.18%	138
2023 Q2	$5.67M	Buy	65,212 +1,422	+2%	+$112K	0.19%	129
2023 Q1	$4.82M	Buy	63,790 +13,924	+28%	+$958K	0.19%	130
2022 Q4	$3.1M	Sell	49,866 -3,760	-7%	-$239K	0.16%	152
2022 Q3	$3.19M	Buy	53,626 +3,316	+7%	+$226K	0.18%	136
2022 Q2	$3.2M	Buy	50,310 +1,972	+4%	+$137K	0.18%	136
2022 Q1	$3.84M	Sell	48,338 -3,290	-6%	-$258K	0.19%	126
2021 Q4	$4.49M	Buy	51,628 +4,780	+10%	+$394K	0.21%	118
2021 Q3	$3.5M	Buy	46,848 +2,436	+5%	+$188K	0.2%	129
2021 Q2	$3.28M	Sell	44,412 -704	-2%	-$49.3K	0.2%	123
2021 Q1	$3M	Sell	45,116 -2,460	-5%	-$162K	0.21%	118
2020 Q4	$3.09M	Sell	47,576 -3,678	-7%	-$224K	0.23%	107
2020 Q3	$2.99M	Buy	+51,254	New	+$2.9M	0.26%	91

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

Kestra Private Wealth Services's XLK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0% in Q2 2026, selling an estimated $513 and leaving 86,130 shares worth $16.4M. The position accounts for 0.18% of the portfolio, ranked #134.

Kestra Private Wealth Services first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kestra Private Wealth Services held 86,130 shares of State Street Technology Select Sector SPDR ETF worth $16.4M as of Q2 2026.
Kestra Private Wealth Services sold 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.18% of Kestra Private Wealth Services's portfolio in Q2 2026, its #134 holding.
Kestra Private Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.