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NorthAvenue LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

NorthAvenue LLC’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 		$12.6K Sell
66
-182
-73% -$31.1K 0.01% 142
2026
Q1 		$33K Buy
248
+66
+36% +$9.3K 0.03% 79
2025
Q4 		$26.2K Buy
+182
New +$26.3K 0.02% 95

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

NorthAvenue LLC's XLK Position: Q2 2026 in Review

NorthAvenue LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 73% in Q2 2026, selling an estimated $31.1K and leaving 66 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #142.

NorthAvenue LLC first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $33K in Q1 2026. 702 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • NorthAvenue LLC held 66 shares of State Street Technology Select Sector SPDR ETF worth $12.6K as of Q2 2026.
  • NorthAvenue LLC sold 182 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $31.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #142 holding.
  • NorthAvenue LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's State Street Technology Select Sector SPDR ETF position peaked at $33K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.