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San Luis Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

San Luis Wealth 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 		$8.15M Buy
42,763
+81
+0.2% +$13.8K 1.23% 25
2026
Q1 		$5.67M Buy
42,682
+160
+0.4% +$22.5K 0.94% 36
2025
Q4 		$6.12M Sell
42,522
-194
-0.5% -$28K 1.03% 31
2025
Q3 		$6.02M Buy
42,716
+1,264
+3% +$167K 1.09% 27
2025
Q2 		$5.25M Buy
41,452
+814
+2% +$90.3K 1.13% 28
2025
Q1 		$4.2M Sell
40,638
-1,192
-3% -$135K 0.95% 27
2024
Q4 		$4.86M Buy
41,830
+168
+0.4% +$19.5K 0.92% 28
2024
Q3 		$4.7M Buy
41,662
+372
+0.9% +$40.8K 0.97% 27
2024
Q2 		$4.67M Sell
41,290
-3,558
-8% -$375K 1.12% 21
2024
Q1 		$4.67M Buy
44,848
+154
+0.3% +$15.6K 2.45% 8
2023
Q4 		$4.3M Sell
44,694
-1,818
-4% -$162K 1.82% 13
2023
Q3 		$3.81M Sell
46,512
-3,318
-7% -$285K 1.84% 14
2023
Q2 		$4.33M Sell
49,830
-5,274
-10% -$416K 1.53% 15
2023
Q1 		$4.16M Sell
55,104
-10,754
-16% -$740K 1.6% 14
2022
Q4 		$4.1M Sell
65,858
-36,820
-36% -$2.34M 3.82% 5
2022
Q3 		$6.1M Sell
102,678
-15,618
-13% -$1.07M 6.39% 2
2022
Q2 		$7.52M Buy
118,296
+38,264
+48% +$2.67M 8.64% 2
2022
Q1 		$6.96M Hold
80,032
– – 3.4% 5
2021
Q4 		$6.96M Sell
80,032
-26,422
-25% -$2.18M 7.09% 2
2021
Q3 		$7.95M Buy
+106,454
New +$8.21M 4.43% 3
2020
Q4 		$6.14M Buy
+94,414
New +$5.75M 3.96% 3

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

San Luis Wealth Advisors's XLK Position: Q2 2026 in Review

San Luis Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.19% in Q2 2026, buying an estimated $13.8K and bringing the position to 42,763 shares worth $8.15M. The position accounts for 1.23% of the portfolio, ranked #25.

San Luis Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • San Luis Wealth Advisors held 42,763 shares of State Street Technology Select Sector SPDR ETF worth $8.15M as of Q2 2026.
  • San Luis Wealth Advisors bought 81 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
  • State Street Technology Select Sector SPDR ETF made up 1.23% of San Luis Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • San Luis Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.