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

Sage 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	$14.9M	Buy	78,002 +12,841	+20%	+$2.19M	3.08%	4
2026 Q1	$8.66M	Sell	65,161 -2,793	-4%	-$394K	2.01%	15
2025 Q4	$9.78M	Sell	67,954 -182	-0.3%	-$26.3K	2.33%	9
2025 Q3	$9.6M	Sell	68,136 -194	-0.3%	-$25.7K	2.28%	8
2025 Q2	$8.65M	Sell	68,330 -274	-0.4%	-$30.4K	2.14%	9
2025 Q1	$7.08M	Buy	68,604 +50	+0.1%	+$5.67K	1.86%	17
2024 Q4	$7.97M	Buy	68,554 +134	+0.2%	+$15.6K	2.07%	10
2024 Q3	$7.72M	Sell	68,420 -1,414	-2%	-$155K	2.02%	12
2024 Q2	$7.9M	Sell	69,834 -10	-0%	-$1.05K	2.27%	8
2024 Q1	$7.27M	Sell	69,844 -74	-0.1%	-$7.48K	2.11%	11
2023 Q4	$6.73M	Buy	69,918 +1,064	+2%	+$94.7K	2.17%	11
2023 Q3	$5.64M	Sell	68,854 -2,926	-4%	-$251K	2.07%	14
2023 Q2	$6.24M	Buy	71,780 +868	+1%	+$68.4K	2.19%	13
2023 Q1	$5.35M	Buy	70,912 +144	+0.2%	+$9.91K	2.04%	14
2022 Q4	$4.4M	Buy	70,768 +140	+0.2%	+$8.89K	1.94%	16
2022 Q3	$4.2M	Buy	70,628 +78	+0.1%	+$5.32K	2.14%	12
2022 Q2	$4.48M	Buy	70,550 +138	+0.2%	+$9.61K	2.14%	15
2022 Q1	$5.37M	Sell	70,412 -3,924	-5%	-$308K	2.18%	17
2021 Q4	$5.93M	Buy	74,336 +3,090	+4%	+$254K	2.25%	9
2021 Q3	$5.32M	Sell	71,246 -1,416	-2%	-$109K	2.26%	7
2021 Q2	$5.52M	Buy	72,662 +802	+1%	+$56.2K	2.25%	9
2021 Q1	$4.77M	Buy	71,860 +16	+0%	+$1.06K	2.14%	9
2020 Q4	$4.87M	Buy	71,844 +2,764	+4%	+$168K	2.4%	6
2020 Q3	$4.03M	Buy	69,080 +334	+0.5%	+$18.9K	2.46%	6
2020 Q2	$3.59M	Buy	68,746 +206	+0.3%	+$9.69K	2.31%	11
2020 Q1	$2.75M	Buy	68,540 +4,894	+8%	+$223K	2.25%	13
2019 Q4	$2.92M	Buy	63,646 +412	+0.7%	+$17.6K	1.85%	19
2019 Q3	$2.55M	Sell	63,234 -7,330	-10%	-$293K	1.92%	17
2019 Q2	$2.86M	Sell	70,564 -1,120	-2%	-$42.7K	1.98%	17
2019 Q1	$2.65M	Buy	71,684 +8,610	+14%	+$295K	1.71%	22
2018 Q4	$1.96M	Buy	63,074 +220	+0.4%	+$7.44K	1.48%	24
2018 Q3	$2.37M	Buy	62,854 +882	+1%	+$32.3K	1.48%	26
2018 Q2	$2.15M	Buy	61,972 +254	+0.4%	+$8.71K	1.51%	24
2018 Q1	$2.02M	Buy	61,718 +846	+1%	+$28.4K	1.43%	25
2017 Q4	$1.95M	Buy	60,872 +20,756	+52%	+$651K	1.26%	25
2017 Q3	$1.19M	Buy	+40,116	New	+$1.16M	0.83%	35

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Sage Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, buying an estimated $2.19M and bringing the position to 78,002 shares worth $14.9M. The position accounts for 3.08% of the portfolio, ranked #4.

Sage Capital Advisors first reported a position in XLK in Q3 2017 and has held it in 36 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sage Capital Advisors held 78,002 shares of State Street Technology Select Sector SPDR ETF worth $14.9M as of Q2 2026.
Sage Capital Advisors bought 12,841 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.19M.
State Street Technology Select Sector SPDR ETF made up 3.08% of Sage Capital Advisors's portfolio in Q2 2026, its #4 holding.
Sage Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.