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

Tactive 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	$4.42M	Buy	23,176 +775	+3%	+$132K	1.09%	21
2026 Q1	$2.98M	Sell	22,401 -453	-2%	-$63.8K	0.84%	30
2025 Q4	$3.29M	Buy	22,854 +898	+4%	+$130K	0.96%	26
2025 Q3	$3.09M	Sell	21,956 -134	-0.6%	-$17.7K	0.88%	29
2025 Q2	$2.8M	Buy	+22,090	New	+$2.45M	0.9%	29
2024 Q1	$2.5M	Buy	24,010 +16,436	+217%	+$1.66M	1.33%	22
2023 Q4	$729K	Sell	7,574 -1,852	-20%	-$165K	0.47%	35
2023 Q3	$773K	Buy	9,426 +4,626	+96%	+$397K	0.67%	24
2023 Q2	$417K	Buy	4,800 +654	+16%	+$51.5K	0.32%	42
2023 Q1	$313K	Buy	+4,146	New	+$285K	0.23%	42

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return