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

Octavia 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	$435K	Sell	2,284 -696	-23%	-$119K	0.04%	135
2026 Q1	$396K	Sell	2,980 -44	-1%	-$6.2K	0.04%	151
2025 Q4	$435K	Buy	3,024 +18	+0.6%	+$2.6K	0.04%	147
2025 Q3	$424K	Buy	3,006 +406	+16%	+$53.8K	0.04%	153
2025 Q2	$329K	Buy	2,600 +184	+8%	+$20.4K	0.04%	155
2025 Q1	$249K	Sell	2,416 -596	-20%	-$67.6K	0.03%	193
2024 Q4	$350K	Sell	3,012 -8	-0.3%	-$931	0.04%	148
2024 Q3	$341K	Buy	3,020 +298	+11%	+$32.7K	0.04%	154
2024 Q2	$308K	Buy	2,722 +138	+5%	+$14.5K	0.04%	164
2024 Q1	$269K	Buy	2,584 +290	+13%	+$29.3K	0.04%	181
2023 Q4	$221K	Buy	+2,294	New	+$204K	0.04%	205
2022 Q2	–	Sell	-4,158	Closed	-$330K	–	195
2022 Q1	$330K	Hold	4,158	–	–	0.07%	131
2021 Q4	$361K	Buy	4,158 +710	+21%	+$58.5K	0.08%	134
2021 Q3	$257K	Buy	+3,448	New	+$266K	0.07%	152

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Octavia Wealth Advisors's XLK Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, selling an estimated $119K and leaving 2,284 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #135.

Octavia Wealth Advisors first reported a position in XLK in Q3 2021 and has held it in 14 quarters since. The position peaked at $435K in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Octavia Wealth Advisors held 2,284 shares of State Street Technology Select Sector SPDR ETF worth $435K as of Q2 2026.
Octavia Wealth Advisors sold 696 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $119K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Octavia Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Octavia Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $435K in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.