Milestone Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Milestone Asset Management’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	$1.38M	Buy	7,258 +1,901	+35%	+$325K	0.22%	104
2026 Q1	$712K	Sell	5,357 -2,771	-34%	-$390K	0.13%	140
2025 Q4	$1.17M	Buy	8,128 +1,364	+20%	+$197K	0.22%	88
2025 Q3	$953K	Sell	6,764 -526	-7%	-$69.7K	0.18%	97
2025 Q2	$923K	Buy	7,290 +3,484	+92%	+$387K	0.2%	98
2025 Q1	$393K	Sell	3,806 -2,476	-39%	-$281K	0.08%	166
2024 Q4	$731K	Buy	6,282 +184	+3%	+$21.4K	0.16%	131
2024 Q3	$688K	Buy	+6,098	New	+$669K	0.15%	116
2023 Q3	–	Sell	-2,526	Closed	-$220K	–	93
2023 Q2	$220K	Sell	2,526 -30,852	-92%	-$2.43M	0.1%	57
2023 Q1	$2.52M	Buy	+33,378	New	+$2.3M	1.44%	19

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Asset Management's XLK Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 35% in Q2 2026, buying an estimated $325K and bringing the position to 7,258 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #104.

Milestone Asset Management first reported a position in XLK in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.52M in Q1 2023. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Milestone Asset Management held 7,258 shares of State Street Technology Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Milestone Asset Management bought 1,901 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $325K.
State Street Technology Select Sector SPDR ETF made up 0.22% of Milestone Asset Management's portfolio in Q2 2026, its #104 holding.
Milestone Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
Milestone Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $2.52M in Q1 2023.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.