Purkiss Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Purkiss Capital 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	$2.88M	Buy	15,113 +2,264	+18%	+$387K	1.1%	20
2026 Q1	$1.71M	Buy	12,849 +370	+3%	+$52.1K	0.75%	31
2025 Q4	$1.8M	Sell	12,479 -925	-7%	-$134K	0.84%	27
2025 Q3	$1.89M	Buy	13,404 +4,078	+44%	+$540K	0.9%	25
2025 Q2	$1.18M	Buy	9,326 +1,226	+15%	+$136K	0.66%	32
2025 Q1	$836K	Buy	8,100 +1,200	+17%	+$136K	0.63%	32
2024 Q4	$802K	Buy	+6,900	New	+$803K	0.69%	29

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

Purkiss Capital Advisors's XLK Position: Q2 2026 in Review

Purkiss Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, buying an estimated $387K and bringing the position to 15,113 shares worth $2.88M. The position accounts for 1.1% of the portfolio, ranked #20.

Purkiss Capital Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Purkiss Capital Advisors held 15,113 shares of State Street Technology Select Sector SPDR ETF worth $2.88M as of Q2 2026.
Purkiss Capital Advisors bought 2,264 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Technology Select Sector SPDR ETF made up 1.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #20 holding.
Purkiss Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.