Optivise Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Optivise Advisory Services’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	$528K	Sell	2,773 -14	-0.5%	-$2.39K	0.27%	101
2026 Q1	$370K	Hold	2,787	–	–	0.22%	112
2025 Q4	$401K	Sell	2,787 -237	-8%	-$34.2K	0.23%	110
2025 Q3	$426K	Sell	3,024 -54	-2%	-$7.15K	0.25%	98
2025 Q2	$390K	Sell	3,078 -4	-0.1%	-$444	0.2%	112
2025 Q1	$318K	Sell	3,082 -78	-2%	-$8.84K	0.18%	120
2024 Q4	$367K	Sell	3,160 -222	-7%	-$25.8K	0.2%	110
2024 Q3	$382K	Buy	3,382 +40	+1%	+$4.39K	0.2%	99
2024 Q2	$378K	Buy	+3,342	New	+$352K	0.2%	108

Other funds holding XLK

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Optivise Advisory Services's XLK Position: Q2 2026 in Review

Optivise Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.5% in Q2 2026, selling an estimated $2.39K and leaving 2,773 shares worth $528K. The position accounts for 0.27% of the portfolio, ranked #101.

Optivise Advisory Services first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 992 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Optivise Advisory Services held 2,773 shares of State Street Technology Select Sector SPDR ETF worth $528K as of Q2 2026.
Optivise Advisory Services sold 14 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.39K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Optivise Advisory Services's portfolio in Q2 2026, its #101 holding.
Optivise 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.
992 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.