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

Milestone Investment 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 		$8.18M Sell
42,956
-222
-0.5% -$37.9K 1.77% 21
2026
Q1 		$5.74M Sell
43,178
-1,574
-4% -$222K 1.39% 24
2025
Q4 		$6.44M Sell
44,752
-232
-0.5% -$33.5K 1.56% 20
2025
Q3 		$6.34M Sell
44,984
-100
-0.2% -$13.2K 1.57% 20
2025
Q2 		$5.71M Sell
45,084
-2,890
-6% -$321K 1.49% 23
2025
Q1 		$4.95M Sell
47,974
-1,010
-2% -$115K 1.37% 25
2024
Q4 		$5.69M Sell
48,984
-322
-0.7% -$37.5K 1.55% 20
2024
Q3 		$5.57M Sell
49,306
-4,452
-8% -$489K 1.56% 18
2024
Q2 		$6.08M Sell
53,758
-1,418
-3% -$149K 1.62% 20
2024
Q1 		$5.75M Sell
55,176
-5,058
-8% -$512K 1.55% 19
2023
Q4 		$5.8M Sell
60,234
-10,022
-14% -$892K 1.68% 18
2023
Q3 		$5.76M Sell
70,256
-2,656
-4% -$228K 1.64% 18
2023
Q2 		$6.34M Buy
72,912
+282
+0.4% +$22.2K 1.96% 16
2023
Q1 		$5.48M Sell
72,630
-668
-0.9% -$46K 1.69% 17
2022
Q4 		$4.56M Buy
+73,298
New +$4.65M 1.6% 19

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 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Investment Advisors's XLK Position: Q2 2026 in Review

Milestone Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.51% in Q2 2026, selling an estimated $37.9K and leaving 42,956 shares worth $8.18M. The position accounts for 1.77% of the portfolio, ranked #21.

Milestone Investment Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Milestone Investment Advisors held 42,956 shares of State Street Technology Select Sector SPDR ETF worth $8.18M as of Q2 2026.
  • Milestone Investment Advisors sold 222 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $37.9K.
  • State Street Technology Select Sector SPDR ETF made up 1.77% of Milestone Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Milestone Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.