Stratos Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stratos Wealth 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	$4.7M	Sell	35,385 -20,355	-37%	-$2.87M	0.29%	83
2025 Q4	$8.02M	Sell	55,740 -214	-0.4%	-$30.9K	0.39%	68
2025 Q3	$7.89M	Buy	55,954 +620	+1%	+$82.1K	0.38%	71
2025 Q2	$7.01M	Sell	55,334 -132	-0.2%	-$14.6K	0.37%	73
2025 Q1	$5.73M	Sell	55,466 -25,734	-32%	-$2.92M	0.31%	74
2024 Q4	$9.44M	Buy	81,200 +11,812	+17%	+$1.37M	0.45%	52
2024 Q3	$7.83M	Sell	69,388 -1,742	-2%	-$191K	0.36%	67
2024 Q2	$8.05M	Buy	71,130 +2,394	+3%	+$252K	0.4%	65
2024 Q1	$7.16M	Buy	68,736 +2,848	+4%	+$288K	0.42%	59
2023 Q4	$6.34M	Sell	65,888 -322	-0.5%	-$28.7K	0.37%	69
2023 Q3	$5.43M	Buy	66,210 +4,810	+8%	+$412K	0.36%	76
2023 Q2	$5.34M	Buy	61,400 +1,792	+3%	+$141K	0.38%	70
2023 Q1	$4.5M	Sell	59,608 -2,066	-3%	-$142K	0.35%	82
2022 Q4	$3.84M	Sell	61,674 -3,622	-6%	-$230K	0.32%	91
2022 Q3	$3.88M	Buy	65,296 +7,022	+12%	+$479K	0.41%	64
2022 Q2	$3.7M	Buy	58,274 +1,344	+2%	+$93.6K	0.34%	79
2022 Q1	$4.52M	Sell	56,930 -3,794	-6%	-$298K	0.37%	65
2021 Q4	$5.28M	Sell	60,724 -2,122	-3%	-$175K	0.38%	65
2021 Q3	$4.69M	Sell	62,846 -4,236	-6%	-$327K	0.4%	60
2021 Q2	$4.95M	Buy	67,082 +3,028	+5%	+$212K	0.44%	55
2021 Q1	$4.25M	Sell	64,054 -29,282	-31%	-$1.93M	0.45%	55
2020 Q4	$6.07M	Buy	93,336 +56,560	+154%	+$3.44M	0.84%	20
2020 Q3	$2.15M	Buy	36,776 +2,964	+9%	+$167K	0.52%	49
2020 Q2	$1.77M	Buy	33,812 +1,620	+5%	+$76.2K	0.54%	52
2020 Q1	$1.29M	Buy	32,192 +300	+0.9%	+$13.7K	0.92%	21
2019 Q4	$1.46M	Buy	31,892 +18	+0.1%	+$770	0.83%	28
2019 Q3	$1.28M	Sell	31,874 -722	-2%	-$28.9K	0.49%	53
2019 Q2	$1.27M	Buy	32,596 +1,722	+6%	+$65.7K	0.51%	47
2019 Q1	$1.14M	Sell	30,874 -702	-2%	-$24K	0.62%	42
2018 Q4	$979K	Buy	+31,576	New	+$1.07M	0.65%	41

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Advisors's XLK Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 37% in Q1 2026, selling an estimated $2.87M and leaving 35,385 shares worth $4.7M. The position accounts for 0.29% of the portfolio, ranked #83.

Stratos Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.44M in Q4 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Stratos Wealth Advisors held 35,385 shares of State Street Technology Select Sector SPDR ETF worth $4.7M as of Q1 2026.
Stratos Wealth Advisors sold 20,355 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.87M.
State Street Technology Select Sector SPDR ETF made up 0.29% of Stratos Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Stratos Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $9.44M in Q4 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.