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

Mayflower Financial 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 		$811K Sell
4,259
-551
-11% -$94.1K 0.07% 221
2026
Q1 		$639K Sell
4,810
-78
-2% -$11K 0.08% 222
2025
Q4 		$704K Hold
4,888
– – 0.09% 202
2025
Q3 		$689K Sell
4,888
-56
-1% -$7.42K 0.09% 200
2025
Q2 		$626K Sell
4,944
-4,154
-46% -$461K 0.09% 206
2025
Q1 		$939K Sell
9,098
-72
-0.8% -$8.16K 0.14% 151
2024
Q4 		$1.07M Buy
9,170
+2,264
+33% +$263K 0.16% 126
2024
Q3 		$780K Sell
6,906
-168
-2% -$18.4K 0.12% 165
2024
Q2 		$800K Sell
7,074
-252
-3% -$26.5K 0.13% 153
2024
Q1 		$763K Sell
7,326
-502
-6% -$50.8K 0.13% 165
2023
Q4 		$753K Sell
7,828
-2,704
-26% -$241K 0.1% 159
2023
Q3 		$863K Buy
10,532
+88
+0.8% +$7.55K 0.13% 137
2023
Q2 		$908K Buy
10,444
+1,296
+14% +$102K 0.12% 140
2023
Q1 		$691K Buy
9,148
+740
+9% +$50.9K 0.09% 163
2022
Q4 		$523K Buy
8,408
+4,408
+110% +$280K 0.07% 187
2022
Q3 		$238K Sell
4,000
-226
-5% -$15.4K 0.04% 280
2022
Q2 		$269K Buy
4,226
+566
+15% +$39.4K 0.04% 265
2022
Q1 		$291K Sell
3,660
-200
-5% -$15.7K 0.04% 277
2021
Q4 		$336K Sell
3,860
-100
-3% -$8.23K 0.04% 246
2021
Q3 		$314K Hold
3,960
– – 0.04% 256
2021
Q2 		$292K Sell
3,960
-932
-19% -$65.3K 0.04% 250
2021
Q1 		$325K Sell
4,892
-420
-8% -$27.7K 0.05% 221
2020
Q4 		$345K Buy
+5,312
New +$324K 0.06% 185

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

Mayflower Financial Advisors's XLK Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, selling an estimated $94.1K and leaving 4,259 shares worth $811K. The position accounts for 0.07% of the portfolio, ranked #221.

Mayflower Financial Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Mayflower Financial Advisors held 4,259 shares of State Street Technology Select Sector SPDR ETF worth $811K as of Q2 2026.
  • Mayflower Financial Advisors sold 551 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $94.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Mayflower Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • Mayflower Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.07M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.