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

Mountain Capital 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 		$441K Sell
2,314
-352
-13% -$60.1K 0.06% 43
2026
Q1 		$428K Buy
2,666
+186
+8% +$26.2K 0.06% 49
2025
Q4 		$360K Buy
2,480
+310
+14% +$44.8K 0.06% 53
2025
Q3 		$309K Sell
2,170
-20
-0.9% -$2.65K 0.05% 59
2025
Q2 		$275K Sell
2,190
-38
-2% -$4.22K 0.05% 54
2025
Q1 		$229K Buy
2,228
+486
+28% +$55.1K 0.05% 51
2024
Q4 		$204K Sell
1,742
-40
-2% -$4.65K 0.04% 58
2024
Q3 		$210K Buy
1,782
+64
+4% +$7.03K 0.05% 52
2024
Q2 		$201K Buy
+1,718
New +$181K 0.05% 45

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
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
GC
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

Mountain Capital Investment Advisors's XLK Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, selling an estimated $60.1K and leaving 2,314 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #43.

Mountain Capital Investment Advisors first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Mountain Capital Investment Advisors held 2,314 shares of State Street Technology Select Sector SPDR ETF worth $441K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 352 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $60.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Mountain Capital Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.