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

MBA 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	$229K	Sell	1,202 -892	-43%	-$152K	0.08%	149
2026 Q1	$278K	Buy	+2,094	New	+$295K	0.11%	120
2023 Q3	–	Sell	-2,860	Closed	-$249K	–	125
2023 Q2	$249K	Hold	2,860	–	–	0.15%	105
2023 Q1	$216K	Buy	+2,860	New	+$197K	0.13%	117
2022 Q4	–	Sell	-4,542	Closed	-$270K	–	128
2022 Q3	$270K	Sell	4,542 -1,024	-18%	-$69.9K	0.2%	97
2022 Q2	$354K	Sell	5,566 -3,916	-41%	-$273K	0.24%	83
2022 Q1	$753K	Sell	9,482 -1,098	-10%	-$86.2K	0.47%	59
2021 Q4	$920K	Sell	10,580 -8,382	-44%	-$690K	0.57%	49
2021 Q3	$1.42M	Buy	18,962 +1,532	+9%	+$118K	1.05%	29
2021 Q2	$1.29K	Sell	17,430 -2,180	-11%	-$153K	0.6%	32
2021 Q1	$1.3K	Buy	+19,610	New	+$1.29M	0.72%	28

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

MBA Advisors's XLK Position: Q2 2026 in Review

MBA Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q2 2026, selling an estimated $152K and leaving 1,202 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #149.

MBA Advisors first reported a position in XLK in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2021. 1,378 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MBA Advisors held 1,202 shares of State Street Technology Select Sector SPDR ETF worth $229K as of Q2 2026.
MBA Advisors sold 892 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
State Street Technology Select Sector SPDR ETF made up 0.08% of MBA Advisors's portfolio in Q2 2026, its #149 holding.
MBA Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 11 quarters since.
MBA Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.42M in Q3 2021.
1,378 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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