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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Advisory Group's XLK Position: Q1 2026 in Review

Private Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 47% in Q1 2026, selling an estimated $4.38M and leaving 34,453 shares worth $4.58M. The position accounts for 0.3% of the portfolio, ranked #87.

Private Advisory Group first reported a position in XLK in Q1 2017 and has held it in 20 quarters since. The position peaked at $9.53M in Q2 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Private Advisory Group held 34,453 shares of State Street Technology Select Sector SPDR ETF worth $4.58M as of Q1 2026.
Private Advisory Group sold 31,111 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.38M.
State Street Technology Select Sector SPDR ETF made up 0.3% of Private Advisory Group's portfolio in Q1 2026, its #87 holding.
Private Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 20 quarters since.
Private Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $9.53M in Q2 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.