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

Kovack 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 Q2	$13.7M	Buy	73,153 +847	+1%	+$145K	0.66%	16
2026 Q1	$9.74M	Sell	72,306 -7,530	-9%	-$1.06M	0.52%	33
2025 Q4	$11.5M	Buy	79,836 +31,320	+65%	+$4.52M	0.53%	27
2025 Q3	$6.84M	Sell	48,516 -3,176	-6%	-$421K	0.64%	34
2025 Q2	$6.55M	Buy	51,692 +186	+0.4%	+$20.6K	0.64%	33
2025 Q1	$5.32M	Sell	51,506 -1,882	-4%	-$213K	0.56%	33
2024 Q4	$6.21M	Buy	53,388 +1,098	+2%	+$128K	0.61%	34
2024 Q3	$5.9M	Sell	52,290 -850	-2%	-$93.3K	0.63%	31
2024 Q2	$6.01M	Sell	53,140 -5,188	-9%	-$546K	0.66%	27
2024 Q1	$6.07M	Sell	58,328 -3,694	-6%	-$374K	0.74%	23
2023 Q4	$5.97M	Buy	62,022 +1,394	+2%	+$124K	0.71%	22
2023 Q3	$4.97M	Sell	60,628 -4,118	-6%	-$353K	0.69%	21
2023 Q2	$5.63M	Buy	64,746 +156	+0.2%	+$12.3K	0.72%	21
2023 Q1	$4.88M	Sell	64,590 -1,024	-2%	-$70.5K	0.66%	20
2022 Q4	$4.08M	Sell	65,614 -4,016	-6%	-$255K	0.6%	24
2022 Q3	$4.13M	Sell	69,630 -4,590	-6%	-$313K	0.61%	25
2022 Q2	$4.72M	Sell	74,220 -6,230	-8%	-$434K	0.62%	20
2022 Q1	$6.39M	Sell	80,450 -3,942	-5%	-$309K	0.66%	18
2021 Q4	$7.34M	Buy	84,392 +1,140	+1%	+$93.9K	0.71%	16
2021 Q3	$6.22M	Sell	83,252 -2,964	-3%	-$229K	0.68%	19
2021 Q2	$6.37M	Sell	86,216 -12,308	-12%	-$862K	0.72%	14
2021 Q1	$6.54M	Buy	98,524 +17,128	+21%	+$1.13M	0.85%	11
2020 Q4	$5.29M	Buy	81,396 +1,642	+2%	+$100K	0.76%	17
2020 Q3	$4.65M	Buy	79,754 +90	+0.1%	+$5.08K	0.83%	18
2020 Q2	$4.16M	Buy	79,664 +24,588	+45%	+$1.16M	0.81%	21
2020 Q1	$2.21M	Sell	55,076 -15,944	-22%	-$728K	0.51%	44
2019 Q4	$3.25M	Sell	71,020 -500	-0.7%	-$21.4K	0.58%	31
2019 Q3	$2.88M	Sell	71,520 -6,194	-8%	-$248K	0.59%	29
2019 Q2	$3.03M	Buy	77,714 +424	+0.5%	+$16.2K	0.69%	26
2019 Q1	$2.86M	Sell	77,290 -254	-0.3%	-$8.69K	0.71%	25
2018 Q4	$2.4M	Buy	77,544 +20,518	+36%	+$694K	0.7%	26
2018 Q3	$2.15M	Sell	57,026 -360	-0.6%	-$13.2K	0.55%	32
2018 Q2	$1.99M	Sell	57,386 -19,960	-26%	-$685K	0.56%	31
2018 Q1	$2.53M	Buy	77,346 +4,746	+7%	+$159K	0.63%	25
2017 Q4	$2.32M	Buy	72,600 +8,640	+14%	+$271K	0.59%	29
2017 Q3	$1.89M	Buy	63,960 +34,594	+118%	+$997K	0.63%	25
2017 Q2	$803K	Sell	29,366 -4,732	-14%	-$130K	0.25%	91
2017 Q1	$909K	Buy	34,098 +4,908	+17%	+$127K	0.35%	59
2016 Q4	$706K	Buy	29,190 +12,728	+77%	+$304K	0.34%	68
2016 Q3	$393K	Hold	16,462	–	–	0.19%	131
2016 Q2	$357K	Sell	16,462 -5,488	-25%	-$119K	0.19%	128
2016 Q1	$487K	Sell	21,950 -3,124	-12%	-$64.6K	0.3%	92
2015 Q4	$537K	Buy	25,074 +6,690	+36%	+$144K	0.35%	79
2015 Q3	$363K	Sell	18,384 -1,796	-9%	-$37K	0.25%	110
2015 Q2	$418K	Buy	20,180 +2,040	+11%	+$43.5K	0.3%	82
2015 Q1	$376K	Buy	18,140 +518	+3%	+$10.8K	0.32%	83
2014 Q4	$364K	Buy	17,622 +1,688	+11%	+$34.2K	0.38%	65
2014 Q3	$318K	Sell	15,934 -650	-4%	-$12.9K	0.47%	45
2014 Q2	$318K	Buy	+16,584	New	+$307K	0.46%	43

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

Kovack Advisors's XLK Position: Q2 2026 in Review

Kovack Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, buying an estimated $145K and bringing the position to 73,153 shares worth $13.7M. The position accounts for 0.66% of the portfolio, ranked #16.

Kovack Advisors first reported a position in XLK in Q2 2014 and has held it in 49 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kovack Advisors held 73,153 shares of State Street Technology Select Sector SPDR ETF worth $13.7M as of Q2 2026.
Kovack Advisors bought 847 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 0.66% of Kovack Advisors's portfolio in Q2 2026, its #16 holding.
Kovack Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and has held it in 49 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.