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

Legacy 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 		$19.6M Buy
102,692
+14
+0% +$2.39K 1.83% 12
2026
Q1 		$13.6M Sell
102,678
-118
-0.1% -$16.6K 1.61% 14
2025
Q4 		$14.8M Buy
102,796
+146
+0.1% +$21.1K 1.59% 14
2025
Q3 		$14.5M Buy
102,650
+76,660
+295% +$10.2M 1.79% 12
2025
Q2 		$51.3K Sell
25,990
-79,198
-75% -$8.79M 0.81% 13
2025
Q1 		$10.9M Buy
105,188
+618
+0.6% +$70.1K 1.12% 17
2024
Q4 		$12.2M Buy
104,570
+26
+0% +$3.02K 1.18% 15
2024
Q3 		$11.8M Buy
104,544
+1,472
+1% +$162K 1.28% 13
2024
Q2 		$11.7M Buy
103,072
+854
+0.8% +$89.9K 1.42% 13
2024
Q1 		$10.6M Buy
102,218
+16
+0% +$1.62K 1.35% 12
2023
Q4 		$9.84M Buy
102,202
+20,890
+26% +$1.86M 1.27% 14
2023
Q3 		$6.66M Buy
81,312
+20,788
+34% +$1.78M 1.07% 18
2023
Q2 		$5.26M Buy
60,524
+23,220
+62% +$1.83M 0.78% 22
2023
Q1 		$2.82M Sell
37,304
-3,376
-8% -$232K 0.52% 44
2022
Q4 		$2.53M Sell
40,680
-22
-0.1% -$1.4K 0.46% 46
2022
Q3 		$2.42M Sell
40,702
-34
-0.1% -$2.32K 0.53% 37
2022
Q2 		$2.59M Buy
40,736
+26
+0.1% +$1.81K 0.54% 30
2022
Q1 		$3.23M Buy
40,710
+438
+1% +$34.4K 0.63% 22
2021
Q4 		$3.5M Buy
40,272
+20
+0% +$1.65K 1.28% 15
2021
Q3 		$3M Buy
40,252
+18
+0% +$1.39K 1.2% 17
2021
Q2 		$2.97M Buy
40,234
+18
+0% +$1.26K 1.21% 19
2021
Q1 		$2.67M Buy
40,216
+20
+0% +$1.32K 1.18% 19
2020
Q4 		$2.61M Sell
40,196
-2,644
-6% -$161K 1.48% 18
2020
Q3 		$2.5M Buy
42,840
+2,690
+7% +$152K 1.65% 16
2020
Q2 		$2.1M Buy
40,150
+28
+0.1% +$1.32K 1.67% 17
2020
Q1 		$1.61M Buy
40,122
+3,418
+9% +$156K 1.61% 18
2019
Q4 		$1.68M Sell
36,704
-9,254
-20% -$396K 1.07% 23
2019
Q3 		$1.85M Buy
45,958
+32
+0.1% +$1.28K 1.38% 18
2019
Q2 		$1.79M Sell
45,926
-45,602
-50% -$1.74M 1.21% 20
2019
Q1 		$3.39M Buy
91,528
+44,708
+95% +$1.53M 1.1% 23
2018
Q4 		$1.45M Buy
46,820
+194
+0.4% +$6.56K 1.1% 27
2018
Q3 		$1.76M Buy
46,626
+1,354
+3% +$49.7K 0.86% 31
2018
Q2 		$1.57M Buy
45,272
+160
+0.4% +$5.49K 1.18% 20
2018
Q1 		$1.5M Buy
+45,112
New +$1.52M 1.1% 25

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Advisors's XLK Position: Q2 2026 in Review

Legacy Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, buying an estimated $2.39K and bringing the position to 102,692 shares worth $19.6M. The position accounts for 1.83% of the portfolio, ranked #12.

Legacy Advisors first reported a position in XLK in Q1 2018 and has held it in 34 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Advisors held 102,692 shares of State Street Technology Select Sector SPDR ETF worth $19.6M as of Q2 2026.
  • Legacy Advisors bought 14 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.39K.
  • State Street Technology Select Sector SPDR ETF made up 1.83% of Legacy Advisors's portfolio in Q2 2026, its #12 holding.
  • Legacy Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.