United Advisor Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

United Advisor Group’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	$2.46M	Buy	18,528 +716	+4%	+$101K	0.3%	90
2025 Q4	$2.56M	Buy	17,812 +1,848	+12%	+$267K	0.32%	81
2025 Q3	$2.25M	Sell	15,964 -550	-3%	-$72.8K	0.3%	80
2025 Q2	$2.09M	Sell	16,514 -1,746	-10%	-$194K	0.36%	72
2025 Q1	$1.89M	Buy	18,260 +3,446	+23%	+$391K	0.39%	68
2024 Q4	$1.72M	Sell	14,814 -664	-4%	-$77.3K	0.34%	72
2024 Q3	$1.75M	Buy	15,478 +9,176	+146%	+$1.01M	0.39%	64
2024 Q2	$713K	Buy	6,302 +1,578	+33%	+$166K	0.22%	100
2024 Q1	$492K	Buy	+4,724	New	+$478K	0.18%	119

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

United Advisor Group's XLK Position: Q1 2026 in Review

United Advisor Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q1 2026, buying an estimated $101K and bringing the position to 18,528 shares worth $2.46M. The position accounts for 0.3% of the portfolio, ranked #90.

United Advisor Group first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.56M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

United Advisor Group held 18,528 shares of State Street Technology Select Sector SPDR ETF worth $2.46M as of Q1 2026.
United Advisor Group bought 716 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $101K.
State Street Technology Select Sector SPDR ETF made up 0.3% of United Advisor Group's portfolio in Q1 2026, its #90 holding.
United Advisor Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's State Street Technology Select Sector SPDR ETF position peaked at $2.56M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.