Laurel Wealth Advisors (North Carolina)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$8.04M	Buy	42,213 +21	+0%	+$3.59K	0.78%	27
2026 Q1	$7.41M	Buy	42,192 +2,345	+6%	+$330K	0.73%	29
2025 Q4	$5.74M	Buy	39,847 +689	+2%	+$99.5K	0.76%	36
2025 Q3	$5.52M	Buy	39,158 +1,990	+5%	+$264K	0.77%	37
2025 Q2	$4.71M	Buy	37,168 +2,700	+8%	+$300K	0.7%	38
2025 Q1	$3.56M	Sell	34,468 -974	-3%	-$110K	0.56%	45
2024 Q4	$4.12M	Sell	35,442 -568	-2%	-$66.1K	0.64%	40
2024 Q3	$4.06M	Sell	36,010 -2,782	-7%	-$305K	0.65%	41
2024 Q2	$4.39M	Sell	38,792 -368	-0.9%	-$38.7K	0.76%	34
2024 Q1	$4.08M	Buy	39,160 +2,560	+7%	+$259K	0.7%	37
2023 Q4	$3.52M	Buy	36,600 +1,604	+5%	+$143K	0.67%	40
2023 Q3	$2.87M	Buy	34,996 +2,014	+6%	+$173K	0.61%	50
2023 Q2	$2.87M	Sell	32,982 -288	-0.9%	-$22.7K	0.57%	50
2023 Q1	$2.51M	Buy	33,270 +4,124	+14%	+$284K	0.53%	58
2022 Q4	$1.81M	Buy	29,146 +6,226	+27%	+$395K	0.41%	65
2022 Q3	$1.36M	Buy	22,920 +2,626	+13%	+$179K	0.34%	74
2022 Q2	$1.29M	Buy	20,294 +1,686	+9%	+$117K	0.31%	75
2022 Q1	$1.48M	Buy	18,608 +640	+4%	+$50.2K	0.31%	75
2021 Q4	$1.56M	Buy	17,968 +1,160	+7%	+$95.5K	0.32%	76
2021 Q3	$1.25M	Buy	16,808 +180	+1%	+$13.9K	0.28%	79
2021 Q2	$1.23M	Buy	16,628 +5,630	+51%	+$394K	0.27%	83
2021 Q1	$730K	Buy	10,998 +400	+4%	+$26.4K	0.18%	102
2020 Q4	$689K	Buy	10,598 +2,116	+25%	+$129K	0.18%	99
2020 Q3	$495K	Sell	8,482 -710	-8%	-$40.1K	0.15%	101
2020 Q2	$480K	Buy	9,192 +10	+0.1%	+$470	0.16%	101
2020 Q1	$369K	Sell	9,182 -60	-0.6%	-$2.74K	0.14%	103
2019 Q4	$424K	Buy	9,242 +208	+2%	+$8.9K	0.13%	116
2019 Q3	$364K	Sell	9,034 -400	-4%	-$16K	0.12%	119
2019 Q2	$368K	Buy	9,434 +80	+0.9%	+$3.05K	0.13%	114
2019 Q1	$346K	Sell	9,354 -382	-4%	-$13.1K	0.13%	116
2018 Q4	$302K	Buy	+9,736	New	+$329K	0.12%	116

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLK Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q2 2026, buying an estimated $3.59K and bringing the position to 42,213 shares worth $8.04M. The position accounts for 0.78% of the portfolio, ranked #27.

Laurel Wealth Advisors (North Carolina) first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. 531 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 42,213 shares of State Street Technology Select Sector SPDR ETF worth $8.04M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 21 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.59K.
State Street Technology Select Sector SPDR ETF made up 0.78% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #27 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
531 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.