N.E.W. Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$635K Buy
3,335
+1,681
+102% +$287K 0.04% 130
2026
Q1
$220K Buy
1,654
+141
+9% +$19.9K 0.02% 204
2025
Q4
$218K Sell
1,513
-755
-33% -$109K 0.02% 196
2025
Q3
$320K Buy
2,268
+344
+18% +$45.6K 0.03% 151
2025
Q2
$243K Sell
1,924
-1,352
-41% -$150K 0.02% 168
2025
Q1
$338K Buy
3,276
+158
+5% +$17.9K 0.03% 159
2024
Q4
$362K Buy
3,118
+970
+45% +$113K 0.03% 140
2024
Q3
$242K Buy
2,148
+344
+19% +$37.8K 0.02% 172
2024
Q2
$204K Buy
+1,804
New +$190K 0.02% 174

Other funds holding XLK

N.E.W. Advisory Services's XLK Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 102% in Q2 2026, buying an estimated $287K and bringing the position to 3,335 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #130.

N.E.W. Advisory Services first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 2,080 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • N.E.W. Advisory Services held 3,335 shares of State Street Technology Select Sector SPDR ETF worth $635K as of Q2 2026.
  • N.E.W. Advisory Services bought 1,681 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $287K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #130 holding.
  • N.E.W. Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,080 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.