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

SOA 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	$788K	Sell	4,136 -184	-4%	-$31.4K	0.13%	97
2026 Q1	$574K	Sell	4,320 -106	-2%	-$14.9K	0.11%	109
2025 Q4	$637K	Buy	4,426 +4	+0.1%	+$578	0.11%	105
2025 Q3	$623K	Buy	4,422 +4	+0.1%	+$530	0.11%	105
2025 Q2	$559K	Sell	4,418 -182	-4%	-$20.2K	0.11%	110
2025 Q1	$475K	Sell	4,600 -186	-4%	-$21.1K	0.1%	115
2024 Q4	$556K	Buy	4,786 +28	+0.6%	+$3.26K	0.1%	107
2024 Q3	$537K	Buy	4,758 +6	+0.1%	+$659	0.1%	109
2024 Q2	$538K	Buy	4,752 +6	+0.1%	+$632	0.11%	105
2024 Q1	$494K	Buy	4,746 +6	+0.1%	+$607	0.1%	109
2023 Q4	$456K	Buy	4,740 +6	+0.1%	+$534	0.1%	104
2023 Q3	$388K	Sell	4,734 -90	-2%	-$7.72K	0.1%	112
2023 Q2	$419K	Buy	4,824 +8	+0.2%	+$631	0.1%	108
2023 Q1	$364K	Buy	4,816 +2	+0%	+$138	0.09%	112
2022 Q4	$300K	Buy	4,814 +10	+0.2%	+$635	0.08%	120
2022 Q3	$285K	Buy	4,804 +1,100	+30%	+$75.1K	0.09%	117
2022 Q2	$235K	Buy	3,704 +570	+18%	+$39.7K	0.07%	133
2022 Q1	$249K	Buy	3,134 +1,192	+61%	+$93.6K	0.06%	142
2021 Q4	$169K	Hold	1,942	–	–	0.04%	173
2021 Q3	$145K	Buy	1,942 +2	+0.1%	+$154	0.04%	189
2021 Q2	$143K	Buy	1,940 +542	+39%	+$38K	0.04%	189
2021 Q1	$92K	Hold	1,398	–	–	0.03%	202
2020 Q4	$95K	Buy	+1,398	New	+$85.1K	0.03%	194

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

SOA Wealth Advisors's XLK Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q2 2026, selling an estimated $31.4K and leaving 4,136 shares worth $788K. The position accounts for 0.13% of the portfolio, ranked #97.

SOA Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SOA Wealth Advisors held 4,136 shares of State Street Technology Select Sector SPDR ETF worth $788K as of Q2 2026.
SOA Wealth Advisors sold 184 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $31.4K.
State Street Technology Select Sector SPDR ETF made up 0.13% of SOA Wealth Advisors's portfolio in Q2 2026, its #97 holding.
SOA Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.