Soltis Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Soltis Investment 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	$5.45M	Buy	28,588 +913	+3%	+$156K	0.3%	87
2026 Q1	$3.68M	Sell	27,675 -1,448	-5%	-$204K	0.23%	108
2025 Q4	$4.19M	Sell	29,123 -1,469	-5%	-$212K	0.28%	88
2025 Q3	$4.31M	Sell	30,592 -3,442	-10%	-$456K	0.3%	79
2025 Q2	$4.31M	Sell	34,034 -76,178	-69%	-$8.45M	0.34%	74
2025 Q1	$11.4M	Buy	110,212 +60,736	+123%	+$6.89M	1.02%	18
2024 Q4	$5.75M	Sell	49,476 -4,282	-8%	-$498K	0.53%	51
2024 Q3	$6.07M	Sell	53,758 -6,782	-11%	-$744K	0.59%	48
2024 Q2	$6.85M	Sell	60,540 -14,682	-20%	-$1.55M	0.72%	33
2024 Q1	$7.83M	Buy	75,222 +9,166	+14%	+$927K	0.88%	22
2023 Q4	$6.36M	Buy	66,056 +63,286	+2,285%	+$5.63M	0.72%	35
2023 Q3	$227K	Buy	+2,770	New	+$238K	0.03%	247
2022 Q3	–	Sell	-3,386	Closed	-$215K	–	254
2022 Q2	$215K	Buy	3,386 +862	+34%	+$60K	0.03%	220
2022 Q1	$201K	Sell	2,524 -2,324	-48%	-$182K	0.03%	244
2021 Q4	$421K	Buy	4,848 +1,854	+62%	+$153K	0.06%	179
2021 Q3	$224K	Buy	2,994 +28	+0.9%	+$2.16K	0.03%	223
2021 Q2	$219K	Sell	2,966 -516	-15%	-$36.1K	0.03%	226
2021 Q1	$231K	Sell	3,482 -20,362	-85%	-$1.34M	0.04%	194
2020 Q4	$1.55M	Sell	23,844 -5,226	-18%	-$318K	0.29%	67
2020 Q3	$1.7M	Buy	+29,070	New	+$1.64M	0.4%	49

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

Soltis Investment Advisors's XLK Position: Q2 2026 in Review

Soltis Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q2 2026, buying an estimated $156K and bringing the position to 28,588 shares worth $5.45M. The position accounts for 0.3% of the portfolio, ranked #87.

Soltis Investment Advisors first reported a position in XLK in Q3 2020 and has held it in 20 quarters since. The position peaked at $11.4M in Q1 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Soltis Investment Advisors held 28,588 shares of State Street Technology Select Sector SPDR ETF worth $5.45M as of Q2 2026.
Soltis Investment Advisors bought 913 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Soltis Investment Advisors's portfolio in Q2 2026, its #87 holding.
Soltis Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 20 quarters since.
Soltis Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $11.4M in Q1 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.