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

Latitude 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	$719K	Sell	3,775 -252	-6%	-$43.1K	0.29%	82
2026 Q1	$535K	Sell	4,027 -139	-3%	-$19.6K	0.25%	100
2025 Q4	$600K	Sell	4,166 -178	-4%	-$25.7K	0.26%	92
2025 Q3	$612K	Buy	4,344 +2	+0%	+$265	0.28%	86
2025 Q2	$550K	Buy	4,342 +114	+3%	+$12.7K	0.28%	84
2025 Q1	$436K	Sell	4,228 -1,978	-32%	-$224K	0.25%	99
2024 Q4	$721K	Buy	6,206 +1,362	+28%	+$158K	0.41%	58
2024 Q3	$547K	Sell	4,844 -15,938	-77%	-$1.75M	0.31%	79
2024 Q2	$2.35M	Sell	20,782 -22,338	-52%	-$2.35M	1.44%	14
2024 Q1	$4.49M	Buy	43,120 +19,454	+82%	+$1.97M	2.81%	6
2023 Q4	$2.28M	Sell	23,666 -2,082	-8%	-$185K	1.6%	10
2023 Q3	$2.11M	Sell	25,748 -522	-2%	-$44.8K	1.51%	12
2023 Q2	$2.28M	Sell	26,270 -2,530	-9%	-$199K	1.59%	10
2023 Q1	$2.17M	Buy	28,800 +23,420	+435%	+$1.61M	1.57%	10
2022 Q4	$335K	Buy	5,380 +1,820	+51%	+$116K	0.25%	97
2022 Q3	$211K	Buy	3,560 +150	+4%	+$10.2K	0.17%	134
2022 Q2	$217K	Sell	3,410 -11,292	-77%	-$787K	0.2%	127
2022 Q1	$1.17M	Sell	14,702 -2,746	-16%	-$216K	0.26%	84
2021 Q4	$1.52M	Buy	17,448 +9,556	+121%	+$787K	0.42%	39
2021 Q3	$589K	Buy	7,892 +4,090	+108%	+$316K	0.19%	115
2021 Q2	$281K	Buy	+3,802	New	+$266K	0.21%	120

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 $44.6B AUM 28.94% 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

Latitude Advisors's XLK Position: Q2 2026 in Review

Latitude Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.3% in Q2 2026, selling an estimated $43.1K and leaving 3,775 shares worth $719K. The position accounts for 0.29% of the portfolio, ranked #82.

Latitude Advisors first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.49M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Latitude Advisors held 3,775 shares of State Street Technology Select Sector SPDR ETF worth $719K as of Q2 2026.
Latitude Advisors sold 252 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $43.1K.
State Street Technology Select Sector SPDR ETF made up 0.29% of Latitude Advisors's portfolio in Q2 2026, its #82 holding.
Latitude Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Latitude Advisors's State Street Technology Select Sector SPDR ETF position peaked at $4.49M in Q1 2024.
1,358 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.