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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Investment Advisors's XLK Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 150% in Q1 2026, buying an estimated $347K and bringing the position to 4,103 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #214.

Strategic Investment Advisors first reported a position in XLK in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.28M in Q1 2021. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Strategic Investment Advisors held 4,103 shares of State Street Technology Select Sector SPDR ETF worth $545K as of Q1 2026.
  • Strategic Investment Advisors bought 2,462 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $347K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #214 holding.
  • Strategic Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
  • Strategic Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.28M in Q1 2021.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.