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

Primoris 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	$587K	Hold	3,082	–	–	0.27%	69
2026 Q1	$410K	Hold	3,082	–	–	0.29%	62
2025 Q4	$444K	Hold	3,082	–	–	0.27%	71
2025 Q3	$434K	Hold	3,082	–	–	0.28%	69
2025 Q2	$390K	Hold	3,082	–	–	0.27%	72
2025 Q1	$318K	Hold	3,082	–	–	0.25%	74
2024 Q4	$358K	Hold	3,082	–	–	0.27%	66
2024 Q3	$348K	Hold	3,082	–	–	0.25%	76
2024 Q2	$349K	Hold	3,082	–	–	0.28%	75
2024 Q1	$321K	Hold	3,082	–	–	0.26%	74
2023 Q4	$297K	Hold	3,082	–	–	0.28%	71
2023 Q3	$253K	Hold	3,082	–	–	0.31%	60
2023 Q2	$268K	Hold	3,082	–	–	0.29%	60
2023 Q1	$233K	Buy	+3,082	New	+$212K	0.29%	57
2022 Q3	–	Sell	-3,362	Closed	-$215K	–	80
2022 Q2	$215K	Buy	3,362 +362	+12%	+$25.2K	0.31%	66
2022 Q1	$238K	Sell	3,000 -200	-6%	-$15.7K	0.22%	68
2021 Q4	$278K	Buy	+3,200	New	+$264K	0.22%	70

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

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

Primoris Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,082 shares worth $587K. The position accounts for 0.27% of the portfolio, ranked #69.

Primoris Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Primoris Wealth Advisors held 3,082 shares of State Street Technology Select Sector SPDR ETF worth $587K as of Q2 2026.
Primoris Wealth 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 0.27% of Primoris Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Primoris Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.