Savvy Advisors Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Savvy Advisors Inc’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	$58.3M	Buy	305,785 +30,908	+11%	+$5.28M	1.24%	11
2026 Q1	$36.5M	Buy	274,877 +42,774	+18%	+$6.03M	0.98%	18
2025 Q4	$33.4M	Buy	232,103 +84,283	+57%	+$12.2M	1.08%	15
2025 Q3	$20.8M	Buy	147,820 +24,570	+20%	+$3.25M	0.96%	19
2025 Q2	$15.6M	Buy	123,250 +19,034	+18%	+$2.11M	1.04%	15
2025 Q1	$10.8M	Buy	104,216 +12,194	+13%	+$1.38M	1.08%	16
2024 Q4	$10.7M	Buy	92,022 +19,844	+27%	+$2.31M	1.29%	15
2024 Q3	$8.15M	Buy	72,178 +44,424	+160%	+$4.88M	1.65%	13
2024 Q2	$3.14M	Buy	27,754 +9,628	+53%	+$1.01M	1.02%	19
2024 Q1	$1.89M	Buy	18,126 +13,258	+272%	+$1.34M	1.09%	17
2023 Q4	$468K	Buy	+4,868	New	+$433K	0.45%	67

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

Savvy Advisors Inc's XLK Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, buying an estimated $5.28M and bringing the position to 305,785 shares worth $58.3M. The position accounts for 1.24% of the portfolio, ranked #11.

Savvy Advisors Inc first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Savvy Advisors Inc held 305,785 shares of State Street Technology Select Sector SPDR ETF worth $58.3M as of Q2 2026.
Savvy Advisors Inc bought 30,908 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.28M.
State Street Technology Select Sector SPDR ETF made up 1.24% of Savvy Advisors Inc's portfolio in Q2 2026, its #11 holding.
Savvy Advisors Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.