Moss Adams Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moss Adams Wealth 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	$3.86M	Buy	20,248 +2,537	+14%	+$433K	0.24%	34
2026 Q1	$2.35M	Sell	17,711 -5,948	-25%	-$838K	0.17%	43
2025 Q4	$3.41M	Buy	23,659 +1,345	+6%	+$194K	0.25%	33
2025 Q3	$3.14M	Buy	22,314 +1,520	+7%	+$201K	0.25%	36
2025 Q2	$2.63M	Buy	20,794 +4,090	+24%	+$454K	0.24%	37
2025 Q1	$1.72M	Sell	16,704 -2,006	-11%	-$227K	0.18%	45
2024 Q4	$2.18M	Sell	18,710 -2,158	-10%	-$251K	0.23%	34
2024 Q3	$2.36M	Buy	20,868 +3,936	+23%	+$432K	0.26%	32
2024 Q2	$1.92M	Sell	16,932 -1,472	-8%	-$155K	0.26%	34
2024 Q1	$1.92M	Buy	18,404 +810	+5%	+$81.9K	0.31%	31
2023 Q4	$1.69M	Buy	17,594 +598	+4%	+$53.2K	0.35%	28
2023 Q3	$1.39M	Buy	16,996 +80	+0.5%	+$6.86K	0.48%	23
2023 Q2	$1.47M	Sell	16,916 -1,036	-6%	-$81.7K	0.48%	25
2023 Q1	$1.36M	Sell	17,952 -5,740	-24%	-$395K	0.46%	22
2022 Q4	$1.47M	Buy	+23,692	New	+$1.5M	0.74%	26

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Moss Adams Wealth Advisors's XLK Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, buying an estimated $433K and bringing the position to 20,248 shares worth $3.86M. The position accounts for 0.24% of the portfolio, ranked #34.

Moss Adams Wealth Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 1,121 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Moss Adams Wealth Advisors held 20,248 shares of State Street Technology Select Sector SPDR ETF worth $3.86M as of Q2 2026.
Moss Adams Wealth Advisors bought 2,537 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $433K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Moss Adams Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,121 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.