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

Sage Mountain 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	$211K	Hold	1,108	–	–	0.01%	213
2026 Q1	$147K	Buy	1,108 +160	+17%	+$22.5K	0.01%	210
2025 Q4	$136K	Hold	948	–	–	0.01%	492
2025 Q3	$134K	Sell	948 -648	-41%	-$85.8K	0.01%	480
2025 Q2	$202K	Hold	1,596	–	–	0.01%	406
2025 Q1	$165K	Hold	1,596	–	–	0.01%	385
2024 Q4	$186K	Buy	1,596 +60	+4%	+$6.98K	0.01%	381
2024 Q3	$173K	Hold	1,536	–	–	0.01%	393
2024 Q2	$174K	Sell	1,536 -906	-37%	-$95.4K	0.02%	342
2024 Q1	$254K	Buy	2,442 +606	+33%	+$61.3K	0.03%	271
2023 Q4	$177K	Hold	1,836	–	–	0.02%	267
2023 Q3	$150K	Hold	1,836	–	–	0.02%	266
2023 Q2	$160K	Hold	1,836	–	–	0.02%	259
2023 Q1	$139K	Buy	1,836 +62	+3%	+$4.27K	0.02%	247
2022 Q4	$110K	Buy	1,774 +134	+8%	+$8.51K	0.03%	200
2022 Q3	$97K	Hold	1,640	–	–	0.03%	265
2022 Q2	$104K	Hold	1,640	–	–	0.02%	512
2022 Q1	$130K	Hold	1,640	–	–	0.02%	512
2021 Q4	$143K	Sell	1,640 -320	-16%	-$26.4K	0.02%	562
2021 Q3	$146K	Sell	1,960 -534	-21%	-$41.2K	0.02%	462
2021 Q2	$184K	Sell	2,494 -16	-0.6%	-$1.12K	0.03%	399
2021 Q1	$167K	Buy	2,510 +2,326	+1,264%	+$154K	0.04%	323
2020 Q4	$12K	Buy	+184	New	+$11.2K	﹤0.01%	256

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

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

Sage Mountain Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,108 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #213.

Sage Mountain Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $254K in Q1 2024. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sage Mountain Advisors held 1,108 shares of State Street Technology Select Sector SPDR ETF worth $211K as of Q2 2026.
Sage Mountain 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 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #213 holding.
Sage Mountain Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street Technology Select Sector SPDR ETF position peaked at $254K in Q1 2024.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.