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

Strategic 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	$618K	Sell	3,244 -859	-21%	-$147K	0.04%	192
2026 Q1	$545K	Buy	4,103 +2,462	+150%	+$347K	0.04%	214
2025 Q4	$236K	Buy	+1,641	New	+$237K	0.02%	226
2025 Q2	–	Sell	-3,520	Closed	-$363K	–	253
2025 Q1	$363K	Buy	+3,520	New	+$399K	0.04%	195
2024 Q4	–	Sell	-4,552	Closed	-$514K	–	249
2024 Q3	$514K	Sell	4,552 -122	-3%	-$13.4K	0.06%	177
2024 Q2	$529K	Sell	4,674 -288	-6%	-$30.3K	0.06%	174
2024 Q1	$517K	Sell	4,962 -556	-10%	-$56.2K	0.07%	173
2023 Q4	$531K	Buy	+5,518	New	+$491K	0.08%	162
2022 Q2	–	Sell	-5,674	Closed	-$451K	–	211
2022 Q1	$451K	Sell	5,674 -7,148	-56%	-$561K	0.09%	165
2021 Q4	$1.11M	Sell	12,822 -2,108	-14%	-$174K	0.22%	92
2021 Q3	$1.11M	Sell	14,930 -2,028	-12%	-$156K	0.24%	79
2021 Q2	$1.25M	Sell	16,958 -2,334	-12%	-$163K	0.29%	74
2021 Q1	$1.28M	Buy	+19,292	New	+$1.27M	0.33%	66
2020 Q4	–	Sell	-18,944	Closed	-$1.1M	–	216
2020 Q3	$1.1M	Sell	18,944 -706	-4%	-$39.9K	0.37%	58
2020 Q2	$1.03M	Sell	19,650 -5,102	-21%	-$240K	0.39%	57
2020 Q1	$995K	Buy	24,752 +516	+2%	+$23.6K	0.46%	52
2019 Q4	$1.11M	Buy	24,236 +2,048	+9%	+$87.7K	0.46%	51
2019 Q3	$893K	Buy	+22,188	New	+$888K	0.43%	51
2019 Q2	–	Sell	-11,534	Closed	-$427K	–	170
2019 Q1	$427K	Sell	11,534 -1,236	-10%	-$42.3K	0.29%	66
2018 Q4	$396K	Buy	+12,770	New	+$432K	0.36%	61

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

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

Strategic Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q2 2026, selling an estimated $147K and leaving 3,244 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #192.

Strategic Investment Advisors first reported a position in XLK in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.28M in Q1 2021. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Investment Advisors held 3,244 shares of State Street Technology Select Sector SPDR ETF worth $618K as of Q2 2026.
Strategic Investment Advisors sold 859 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #192 holding.
Strategic Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Strategic Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.28M in Q1 2021.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.