Steward Partners Investment Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Steward Partners Investment Advisory’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	$64.7M	Sell	339,567 -7,724	-2%	-$1.32M	0.33%	52
2026 Q1	$46.2M	Sell	347,291 -14,499	-4%	-$2.04M	0.24%	77
2025 Q4	$52.1M	Sell	361,790 -76,002	-17%	-$11M	0.29%	63
2025 Q3	$61.7M	Buy	437,792 +121,364	+38%	+$16.1M	0.35%	51
2025 Q2	$40.1M	Sell	316,428 -26,094	-8%	-$2.9M	0.31%	58
2025 Q1	$35.4M	Buy	342,522 +14,710	+4%	+$1.67M	0.31%	62
2024 Q4	$38.1M	Buy	327,812 +33,766	+11%	+$3.93M	0.34%	59
2024 Q3	$33.2M	Sell	294,046 -4,136	-1%	-$454K	0.31%	66
2024 Q2	$33.7M	Sell	298,182 -15,494	-5%	-$1.63M	0.36%	54
2024 Q1	$32.7M	Buy	313,676 +2,148	+0.7%	+$217K	0.36%	58
2023 Q4	$30M	Sell	311,528 -6,242	-2%	-$556K	0.41%	51
2023 Q3	$26M	Buy	317,770 +7,088	+2%	+$608K	0.4%	50
2023 Q2	$27M	Sell	310,682 -1,572	-0.5%	-$124K	0.41%	49
2023 Q1	$23.6M	Buy	312,254 +6,636	+2%	+$457K	0.38%	54
2022 Q4	$19M	Buy	305,618 +18,260	+6%	+$1.16M	0.32%	70
2022 Q3	$17.1M	Sell	287,358 -5,134	-2%	-$350K	0.32%	67
2022 Q2	$18.6M	Sell	292,492 -44,898	-13%	-$3.13M	0.34%	65
2022 Q1	$26.8M	Buy	337,390 +8,404	+3%	+$660K	0.41%	46
2021 Q4	$28.6M	Sell	328,986 -904	-0.3%	-$74.4K	0.43%	40
2021 Q3	$24.6M	Buy	329,890 +31,604	+11%	+$2.44M	0.42%	42
2021 Q2	$22M	Sell	298,286 -58,660	-16%	-$4.11M	0.37%	50
2021 Q1	$23.7M	Buy	356,946 +99,890	+39%	+$6.59M	0.42%	49
2020 Q4	$16.7M	Buy	257,056 +21,460	+9%	+$1.31M	0.36%	60
2020 Q3	$13.7M	Buy	235,596 +24,278	+11%	+$1.37M	0.35%	67
2020 Q2	$11M	Sell	211,318 -1,554	-0.7%	-$73.1K	0.31%	75
2020 Q1	$8.55M	Buy	212,872 +4,080	+2%	+$186K	0.31%	81
2019 Q4	$9.57M	Sell	208,792 -16,450	-7%	-$704K	0.28%	84
2019 Q3	$9.07M	Sell	225,242 -27,636	-11%	-$1.11M	0.31%	75
2019 Q2	$9.87M	Sell	252,878 -19,922	-7%	-$760K	0.36%	65
2019 Q1	$10.1M	Buy	272,800 +27,274	+11%	+$933K	0.43%	60
2018 Q4	$7.61M	Buy	245,526 +91,698	+60%	+$3.1M	0.37%	69
2018 Q3	$5.79M	Buy	153,828 +85,880	+126%	+$3.15M	0.28%	89
2018 Q2	$2.36M	Sell	67,948 -3,334	-5%	-$114K	0.14%	171
2018 Q1	$2.33M	Sell	71,282 -41,888	-37%	-$1.41M	0.16%	149
2017 Q4	$3.62M	Sell	113,170 -10,920	-9%	-$342K	0.28%	93
2017 Q3	$3.67M	Sell	124,090 -3,288	-3%	-$94.7K	0.37%	66
2017 Q2	$3.48M	Buy	127,378 +90,810	+248%	+$2.5M	0.39%	67
2017 Q1	$974K	Buy	36,568 +6,164	+20%	+$159K	0.15%	130
2016 Q4	$735K	Buy	+30,404	New	+$726K	0.34%	68

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

Steward Partners Investment Advisory's XLK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, selling an estimated $1.32M and leaving 339,567 shares worth $64.7M. The position accounts for 0.33% of the portfolio, ranked #52.

Steward Partners Investment Advisory first reported a position in XLK in Q4 2016 and has held it in 39 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Steward Partners Investment Advisory held 339,567 shares of State Street Technology Select Sector SPDR ETF worth $64.7M as of Q2 2026.
Steward Partners Investment Advisory sold 7,724 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32M.
State Street Technology Select Sector SPDR ETF made up 0.33% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #52 holding.
Steward Partners Investment Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.