Pathway Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pathway Financial 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	$2.02M	Hold	11,202	–	–	0.24%	46
2026 Q1	$1.52M	Hold	11,202	–	–	0.19%	52
2025 Q4	$1.64M	Sell	11,202 -2	-0%	-$289	0.21%	48
2025 Q3	$1.58M	Hold	11,204	–	–	0.21%	46
2025 Q2	$1.42M	Hold	11,204	–	–	0.21%	46
2025 Q1	$1.16M	Hold	11,204	–	–	0.21%	52
2024 Q4	$1.3M	Hold	11,204	–	–	0.3%	44
2024 Q3	$1.26M	Hold	11,204	–	–	0.32%	42
2024 Q2	$1.27M	Hold	11,204	–	–	0.34%	40
2024 Q1	$1.17M	Sell	11,204 -202	-2%	-$20.4K	0.32%	43
2023 Q4	$1.1M	Buy	11,406 +202	+2%	+$18K	0.32%	40
2023 Q3	$918K	Buy	11,204 +1,800	+19%	+$154K	0.31%	38
2023 Q2	$817K	Hold	9,404	–	–	0.27%	44
2023 Q1	$710K	Hold	9,404	–	–	0.24%	50
2022 Q4	$585K	Hold	9,404	–	–	0.18%	57
2022 Q3	$559K	Hold	9,404	–	–	0.19%	56
2022 Q2	$598K	Hold	9,404	–	–	0.25%	51
2022 Q1	$747K	Buy	9,404 +4	+0%	+$314	0.28%	45
2021 Q4	$761K	Buy	+9,400	New	+$774K	0.27%	45
2021 Q1	$644K	Hold	9,400	–	–	0.25%	45
2020 Q4	$614K	Hold	9,400	–	–	0.26%	44
2020 Q3	$554K	Hold	9,400	–	–	0.21%	45
2020 Q2	$491K	Hold	9,400	–	–	0.15%	46
2020 Q1	$362K	Hold	9,400	–	–	0.12%	56
2019 Q4	$456K	Sell	9,400 -1,050	-10%	-$44.9K	0.13%	64
2019 Q3	$450K	Hold	10,450	–	–	0.13%	60
2019 Q2	$408K	Hold	10,450	–	–	0.12%	62
2019 Q1	$387K	Hold	10,450	–	–	0.12%	60
2018 Q4	$324K	Hold	10,450	–	–	0.18%	65
2018 Q3	$327K	Hold	10,450	–	–	0.18%	67
2018 Q2	$363K	Hold	10,450	–	–	0.21%	54
2018 Q1	$342K	Hold	10,450	–	–	0.2%	60
2017 Q4	$334K	Buy	+10,450	New	+$328K	0.19%	62

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Pathway Financial Advisors's XLK Position: Q2 2026 in Review

Pathway Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 11,202 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #46.

Pathway Financial Advisors first reported a position in XLK in Q4 2017 and has held it in 33 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pathway Financial Advisors held 11,202 shares of State Street Technology Select Sector SPDR ETF worth $2.02M as of Q2 2026.
Pathway Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.24% of Pathway Financial Advisors's portfolio in Q2 2026, its #46 holding.
Pathway Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.