Private Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Private Advisory Group’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	$6.53M	Sell	34,282 -171	-0.5%	-$29.2K	0.35%	80
2026 Q1	$4.58M	Sell	34,453 -31,111	-47%	-$4.38M	0.3%	87
2025 Q4	$9.44M	Buy	65,564 +30,626	+88%	+$4.42M	0.74%	47
2025 Q3	$4.92M	Buy	34,938 +642	+2%	+$85K	0.4%	61
2025 Q2	$4.34M	Hold	34,296	–	–	0.39%	57
2025 Q1	$3.54M	Sell	34,296 -14,696	-30%	-$1.67M	0.4%	63
2024 Q4	$5.7M	Sell	48,992 -33,924	-41%	-$3.95M	0.64%	43
2024 Q3	$9.36M	Sell	82,916 -1,334	-2%	-$146K	1.12%	23
2024 Q2	$9.53M	Buy	84,250 +32,410	+63%	+$3.41M	1.24%	16
2024 Q1	$5.4M	Sell	51,840 -25,632	-33%	-$2.59M	0.77%	41
2023 Q4	$7.46M	Sell	77,472 -360	-0.5%	-$32K	1.29%	19
2023 Q3	$6.38M	Buy	77,832 +20,450	+36%	+$1.75M	1.26%	18
2023 Q2	$4.99M	Buy	57,382 +49,048	+589%	+$3.87M	0.99%	25
2023 Q1	$629K	Buy	8,334 +2,420	+41%	+$167K	0.13%	109
2022 Q4	$368K	Buy	+5,914	New	+$376K	0.08%	151
2022 Q1	–	Sell	-15,452	Closed	-$1.34M	–	208
2021 Q4	$1.34M	Buy	15,452 +2,194	+17%	+$181K	0.25%	64
2021 Q3	$990K	Buy	+13,258	New	+$1.02M	0.24%	67
2021 Q2	–	Sell	-14,084	Closed	-$935K	–	156
2021 Q1	$935K	Buy	+14,084	New	+$930K	0.27%	61
2018 Q4	–	Sell	-60,926	Closed	-$2.18M	–	158
2018 Q3	$2.18M	Buy	60,926 +1,238	+2%	+$45.4K	1.11%	33
2018 Q2	$2.07M	Buy	+59,688	New	+$2.05M	1.04%	35
2017 Q2	–	Sell	-11,862	Closed	-$316K	–	155
2017 Q1	$316K	Buy	+11,862	New	+$306K	0.21%	101

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

Private Advisory Group's XLK Position: Q2 2026 in Review

Private Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.5% in Q2 2026, selling an estimated $29.2K and leaving 34,282 shares worth $6.53M. The position accounts for 0.35% of the portfolio, ranked #80.

Private Advisory Group first reported a position in XLK in Q1 2017 and has held it in 21 quarters since. The position peaked at $9.53M in Q2 2024. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Private Advisory Group held 34,282 shares of State Street Technology Select Sector SPDR ETF worth $6.53M as of Q2 2026.
Private Advisory Group sold 171 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
State Street Technology Select Sector SPDR ETF made up 0.35% of Private Advisory Group's portfolio in Q2 2026, its #80 holding.
Private Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 21 quarters since.
Private Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $9.53M in Q2 2024.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.