Petredis Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Petredis Investment 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	$52.8M	Sell	277,210 -2,250	-0.8%	-$384K	3.56%	9
2026 Q1	$37.1M	Buy	279,460 +585	+0.2%	+$82.4K	3.04%	10
2025 Q4	$40.1M	Sell	278,875 -2,813	-1%	-$406K	3.14%	10
2025 Q3	$39.7M	Sell	281,688 -1,530	-0.5%	-$203K	3.18%	10
2025 Q2	$35.9M	Buy	283,218 +6,914	+3%	+$767K	3.14%	10
2025 Q1	$28.5M	Sell	276,304 -392	-0.1%	-$44.4K	2.98%	10
2024 Q4	$32.2M	Sell	276,696 -26,878	-9%	-$3.13M	3.32%	9
2024 Q3	$34.3M	Sell	303,574 -14,442	-5%	-$1.59M	3.64%	7
2024 Q2	$36M	Sell	318,016 -49,828	-14%	-$5.25M	4.02%	8
2024 Q1	$38.3M	Sell	367,844 -4,536	-1%	-$459K	4.59%	6
2023 Q4	$35.8M	Sell	372,380 -12,380	-3%	-$1.1M	4.7%	6
2023 Q3	$31.5M	Sell	384,760 -504	-0.1%	-$43.2K	4.49%	6
2023 Q2	$33.5M	Buy	385,264 +7,202	+2%	+$568K	4.61%	6
2023 Q1	$28.5M	Buy	378,062 +59,130	+19%	+$4.07M	4.45%	6
2022 Q4	$19.8M	Buy	+318,932	New	+$20.3M	3.6%	6

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

Petredis Investment Advisors's XLK Position: Q2 2026 in Review

Petredis Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.81% in Q2 2026, selling an estimated $384K and leaving 277,210 shares worth $52.8M. The position accounts for 3.56% of the portfolio, ranked #9.

Petredis Investment Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Petredis Investment Advisors held 277,210 shares of State Street Technology Select Sector SPDR ETF worth $52.8M as of Q2 2026.
Petredis Investment Advisors sold 2,250 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $384K.
State Street Technology Select Sector SPDR ETF made up 3.56% of Petredis Investment Advisors's portfolio in Q2 2026, its #9 holding.
Petredis Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.