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

Prevail Innovative 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	$306K	Buy	+1,605	New	+$274K	0.05%	160
2025 Q2	–	Sell	-5,170	Closed	-$534K	–	231
2025 Q1	$534K	Buy	+5,170	New	+$586K	0.14%	143
2024 Q4	–	Sell	-4,012	Closed	-$453K	–	203
2024 Q3	$453K	Sell	4,012 -160	-4%	-$17.6K	0.14%	123
2024 Q2	$472K	Sell	4,172 -1,992	-32%	-$210K	0.17%	117
2024 Q1	$642K	Buy	+6,164	New	+$623K	0.24%	113
2023 Q4	–	Sell	-8,374	Closed	-$686K	–	162
2023 Q3	$686K	Sell	8,374 -3,008	-26%	-$258K	0.36%	73
2023 Q2	$989K	Buy	+11,382	New	+$897K	0.54%	63

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLK Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,605 shares worth $306K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in XLK as recently as Q1 2025.

Prevail Innovative Wealth Advisors first reported a position in XLK in Q2 2023 and has held it in 7 quarters since. The position peaked at $989K in Q2 2023. 912 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Prevail Innovative Wealth Advisors held 1,605 shares of State Street Technology Select Sector SPDR ETF worth $306K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Prevail Innovative Wealth Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Prevail Innovative Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $989K in Q2 2023.
912 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.