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

Transamerica Financial 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	$15.4M	Sell	80,770 -22,407	-22%	-$3.83M	1.3%	13
2026 Q1	$13.7M	Buy	103,177 +12,572	+14%	+$1.77M	1.17%	16
2025 Q4	$13M	Buy	90,605 +6,731	+8%	+$972K	1.09%	19
2025 Q3	$11.8M	Buy	83,874 +2,768	+3%	+$367K	0.98%	18
2025 Q2	$10.3M	Sell	81,106 -8,122	-9%	-$901K	0.96%	18
2025 Q1	$9.21M	Buy	89,228 +404	+0.5%	+$45.8K	0.94%	17
2024 Q4	$10.3M	Buy	88,824 +1,888	+2%	+$220K	1.02%	16
2024 Q3	$9.81M	Buy	86,936 +5,588	+7%	+$613K	0.96%	17
2024 Q2	$9.2M	Hold	81,348	–	–	0.98%	16
2024 Q1	$8.47M	Buy	81,348 +14,466	+22%	+$1.46M	0.86%	18
2023 Q4	$6.44M	Buy	66,882 +15,682	+31%	+$1.4M	0.89%	21
2023 Q3	$4.2M	Buy	51,200 +4,520	+10%	+$388K	0.57%	35
2023 Q2	$4.06M	Sell	46,680 -232	-0.5%	-$18.3K	0.53%	38
2023 Q1	$3.54M	Sell	46,912 -20,444	-30%	-$1.41M	0.47%	35
2022 Q4	$4.19M	Buy	67,356 +5,098	+8%	+$324K	0.6%	32
2022 Q3	$3.7M	Buy	62,258 +1,736	+3%	+$118K	0.55%	32
2022 Q2	$3.85M	Buy	+60,522	New	+$4.22M	0.54%	28
2020 Q3	–	Sell	-75,978	Closed	-$3.97M	–	503
2020 Q2	$3.97M	Buy	+75,978	New	+$3.57M	0.87%	27
2019 Q3	–	Sell	-59,028	Closed	-$2.3M	–	539
2019 Q2	$2.3M	Buy	+59,028	New	+$2.25M	0.5%	51
2019 Q1	–	Sell	-332	Closed	-$11K	–	474
2018 Q4	$11K	Sell	332 -55,756	-99%	-$1.89M	﹤0.01%	286
2018 Q3	$2.11M	Sell	56,088 -26,442	-32%	-$970K	0.45%	59
2018 Q2	$2.87M	Buy	82,530 +2,944	+4%	+$101K	0.63%	43
2018 Q1	$2.6M	Buy	79,586 +7,412	+10%	+$249K	0.38%	89
2017 Q4	$2.31M	Buy	72,174 +300	+0.4%	+$9.41K	0.31%	105
2017 Q3	$2.12M	Buy	71,874 +32,414	+82%	+$934K	0.26%	111
2017 Q2	$1.08M	Buy	39,460 +2,002	+5%	+$55.1K	0.15%	128
2017 Q1	$999K	Sell	37,458 -6,620	-15%	-$171K	0.12%	149
2016 Q4	$1.07M	Sell	44,078 -23,830	-35%	-$569K	0.13%	144
2016 Q3	$1.62M	Sell	67,908 -4,874	-7%	-$113K	0.18%	126
2016 Q2	$1.58M	Sell	72,782 -16,546	-19%	-$359K	0.16%	128
2016 Q1	$1.98M	Buy	89,328 +83,982	+1,571%	+$1.74M	0.17%	121
2015 Q4	$115K	Sell	5,346 -180	-3%	-$3.88K	0.01%	332
2015 Q3	$110K	Sell	5,526 -20,232	-79%	-$417K	0.01%	320
2015 Q2	$534K	Sell	25,758 -126,704	-83%	-$2.7M	0.04%	216
2015 Q1	$3.16M	Buy	152,462 +38,294	+34%	+$798K	0.22%	88
2014 Q4	$2.36M	Buy	114,168 +95,208	+502%	+$1.93M	0.19%	79
2014 Q3	$379K	Sell	18,960 -89,974	-83%	-$1.78M	0.03%	194
2014 Q2	$2.09M	Buy	108,934 +7,608	+8%	+$141K	0.18%	78
2014 Q1	$1.84M	Buy	101,326 +92,966	+1,112%	+$1.66M	0.18%	70
2013 Q4	$150K	Sell	8,360 -33,714	-80%	-$571K	0.02%	260
2013 Q3	$675K	Buy	42,074 +35,696	+560%	+$569K	0.09%	124
2013 Q2	$98K	Buy	+6,378	New	+$98.7K	0.02%	232

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

Transamerica Financial Advisors's XLK Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q2 2026, selling an estimated $3.83M and leaving 80,770 shares worth $15.4M. The position accounts for 1.3% of the portfolio, ranked #13.

Transamerica Financial Advisors first reported a position in XLK in Q2 2013 and has held it in 42 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Transamerica Financial Advisors held 80,770 shares of State Street Technology Select Sector SPDR ETF worth $15.4M as of Q2 2026.
Transamerica Financial Advisors sold 22,407 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.83M.
State Street Technology Select Sector SPDR ETF made up 1.3% of Transamerica Financial Advisors's portfolio in Q2 2026, its #13 holding.
Transamerica Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.