SSA Swiss Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SSA Swiss 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	$46.7K	Hold	245	–	–	0.02%	102
2026 Q1	$32.6K	Hold	245	–	–	0.02%	91
2025 Q4	$35.3K	Sell	245 -103	-30%	-$14.9K	0.02%	95
2025 Q3	$48.8K	Sell	348 -40	-10%	-$5.3K	0.02%	105
2025 Q2	$50.3K	Hold	388	–	–	0.02%	107
2025 Q1	$40.1K	Buy	+388	New	+$44K	0.02%	109

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 22.9% 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

SSA Swiss Advisors's XLK Position: Q2 2026 in Review

SSA Swiss Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 245 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #102.

SSA Swiss Advisors first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.3K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

SSA Swiss Advisors held 245 shares of State Street Technology Select Sector SPDR ETF worth $46.7K as of Q2 2026.
SSA Swiss 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 0.02% of SSA Swiss Advisors's portfolio in Q2 2026, its #102 holding.
SSA Swiss Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's State Street Technology Select Sector SPDR ETF position peaked at $50.3K in Q2 2025.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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