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

Strategic Investment Solutions’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	$27.4K	Hold	144	–	–	0.01%	316
2026 Q1	$19.1K	Hold	144	–	–	﹤0.01%	347
2025 Q4	$20.7K	Hold	144	–	–	0.01%	319
2025 Q3	$20.3K	Hold	144	–	–	0.01%	295
2025 Q2	$18.2K	Hold	144	–	–	0.01%	295
2025 Q1	$14.9K	Hold	144	–	–	﹤0.01%	323
2024 Q4	$16.7K	Hold	144	–	–	0.01%	327
2024 Q3	$16.3K	Sell	144 -10	-6%	-$1.1K	﹤0.01%	310
2024 Q2	$11.5K	Buy	+154	New	+$16.2K	﹤0.01%	334
2023 Q4	$13.9K	Sell	144 -9,558	-99%	-$851K	﹤0.01%	710
2023 Q3	$832K	Buy	9,702 +9,548	+6,200%	+$819K	0.01%	337
2023 Q2	$12.8K	Hold	154	–	–	﹤0.01%	520
2023 Q1	$11.6K	Buy	+154	New	+$10.6K	﹤0.01%	624

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

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

Strategic Investment Solutions held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 144 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #316.

Strategic Investment Solutions first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $832K in Q3 2023. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Investment Solutions held 144 shares of State Street Technology Select Sector SPDR ETF worth $27.4K as of Q2 2026.
Strategic Investment Solutions left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #316 holding.
Strategic Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's State Street Technology Select Sector SPDR ETF position peaked at $832K in Q3 2023.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.