LEA
XLK icon

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

Legacy Edge 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 		$2.38M Sell
12,472
-797
-6% -$136K 0.22% 63
2026
Q1 		$1.76M Buy
13,269
+2,739
+26% +$386K 0.19% 67
2025
Q4 		$1.52M Buy
10,530
+498
+5% +$71.9K 0.17% 74
2025
Q3 		$1.41M Buy
10,032
+290
+3% +$38.4K 0.17% 75
2025
Q2 		$1.23M Sell
9,742
-376
-4% -$41.7K 0.16% 72
2025
Q1 		$1.04M Sell
10,118
-1,504
-13% -$171K 0.16% 72
2024
Q4 		$1.36M Buy
11,622
+8
+0.1% +$931 0.22% 58
2024
Q3 		$1.31M Sell
11,614
-458
-4% -$50.3K 0.21% 60
2024
Q2 		$1.37M Sell
12,072
-908
-7% -$95.6K 0.25% 54
2024
Q1 		$1.35M Sell
12,980
-354
-3% -$35.8K 0.28% 51
2023
Q4 		$1.28M Buy
+13,334
New +$1.19M 0.29% 57

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Edge Advisors's XLK Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6% in Q2 2026, selling an estimated $136K and leaving 12,472 shares worth $2.38M. The position accounts for 0.22% of the portfolio, ranked #63.

Legacy Edge Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Edge Advisors held 12,472 shares of State Street Technology Select Sector SPDR ETF worth $2.38M as of Q2 2026.
  • Legacy Edge Advisors sold 797 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
  • State Street Technology Select Sector SPDR ETF made up 0.22% of Legacy Edge Advisors's portfolio in Q2 2026, its #63 holding.
  • Legacy Edge Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.