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

True Link 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	–	Sell	-1,202	Closed	-$160K	–	415
2026 Q1	$160K	Sell	1,202 -382	-24%	-$53.8K	0.01%	110
2025 Q4	$228K	Buy	+1,584	New	+$229K	0.01%	102
2023 Q4	–	Sell	-2,808	Closed	-$230K	–	108
2023 Q3	$230K	Buy	2,808 +290	+12%	+$24.9K	0.03%	101
2023 Q2	$219K	Buy	+2,518	New	+$198K	0.03%	111
2022 Q1	–	Sell	-2,400	Closed	-$209K	–	288
2021 Q4	$209K	Hold	2,400	–	–	0.03%	237
2021 Q3	$179K	Hold	2,400	–	–	0.02%	248
2021 Q2	$177K	Hold	2,400	–	–	0.03%	218
2021 Q1	$159K	Hold	2,400	–	–	0.02%	289
2020 Q4	$156K	Buy	+2,400	New	+$146K	0.02%	310

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Link Financial Advisors's XLK Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 1,202 shares — an estimated $160K sold.

True Link Financial Advisors first reported a position in XLK in Q4 2020 and held it in 9 quarters. The position peaked at $230K in Q3 2023. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

True Link Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,202 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
True Link Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
True Link Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $230K in Q3 2023.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.