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XLK icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return