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
2019 Q4	–	Sell	-2	Closed	-$1K	–	561
2019 Q3	$1K	Hold	2	–	–	﹤0.01%	510
2019 Q2	$1K	Hold	2	–	–	﹤0.01%	475
2019 Q1	$1K	Buy	+2	New	+$68	﹤0.01%	457
2018 Q4	–	Sell	-2	Closed	-$2K	–	504
2018 Q3	$2K	Buy	+2	New	+$73	﹤0.01%	453

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 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. 1,239 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.
1,239 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.