Stratos Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stratos Investment Management’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	$2.68M	Buy	14,084 +119	+0.9%	+$20.3K	0.1%	127
2026 Q1	$1.86M	Buy	13,965 +1,430	+11%	+$202K	0.07%	140
2025 Q4	$1.8M	Buy	12,535 +283	+2%	+$40.9K	0.07%	136
2025 Q3	$1.73M	Sell	12,252 -288	-2%	-$38.1K	0.07%	139
2025 Q2	$1.59M	Buy	12,540 +746	+6%	+$82.8K	0.07%	158
2025 Q1	$1.22M	Buy	11,794 +1,710	+17%	+$194K	0.06%	147
2024 Q4	$1.17M	Buy	10,084 +898	+10%	+$104K	0.07%	122
2024 Q3	$1.04M	Buy	9,186 +3,332	+57%	+$366K	0.07%	117
2024 Q2	$662K	Buy	5,854 +1,674	+40%	+$176K	0.05%	134
2024 Q1	$435K	Sell	4,180 -3,580	-46%	-$362K	0.04%	145
2023 Q4	$747K	Sell	7,760 -554	-7%	-$49.3K	0.09%	108
2023 Q3	$681K	Buy	8,314 +4	+0%	+$343	0.1%	103
2023 Q2	$722K	Sell	8,310 -350	-4%	-$27.6K	0.11%	98
2023 Q1	$654K	Buy	8,660 +396	+5%	+$27.3K	0.11%	102
2022 Q4	$514K	Sell	8,264 -430	-5%	-$27.3K	0.09%	112
2022 Q3	$516K	Sell	8,694 -102	-1%	-$6.96K	0.1%	103
2022 Q2	$559K	Buy	8,796 +10	+0.1%	+$697	0.11%	101
2022 Q1	$698K	Sell	8,786 -2,630	-23%	-$206K	0.12%	105
2021 Q4	$992K	Sell	11,416 -396	-3%	-$32.6K	0.16%	97
2021 Q3	$882K	Buy	+11,812	New	+$911K	0.15%	108

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

Stratos Investment Management's XLK Position: Q2 2026 in Review

Stratos Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.85% in Q2 2026, buying an estimated $20.3K and bringing the position to 14,084 shares worth $2.68M. The position accounts for 0.1% of the portfolio, ranked #127.

Stratos Investment Management first reported a position in XLK in Q3 2021 and has held it in 20 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stratos Investment Management held 14,084 shares of State Street Technology Select Sector SPDR ETF worth $2.68M as of Q2 2026.
Stratos Investment Management bought 119 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $20.3K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Stratos Investment Management's portfolio in Q2 2026, its #127 holding.
Stratos Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.