USAdvisors Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

USAdvisors Wealth Management’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	$207K	Buy	+1,089	New	+$186K	0.06%	141
2025 Q3	–	Sell	-1,886	Closed	-$238K	–	141
2025 Q2	$238K	Sell	1,886 -18,310	-91%	-$2.03M	0.09%	114
2025 Q1	$2.08M	Sell	20,196 -402	-2%	-$45.6K	0.73%	37
2024 Q4	$2.39M	Sell	20,598 -50	-0.2%	-$5.82K	0.78%	34
2024 Q3	$2.32M	Sell	20,648 -322	-2%	-$35.3K	0.81%	36
2024 Q2	$2.37M	Sell	20,970 -41,328	-66%	-$4.35M	0.83%	36
2024 Q1	$6.5M	Buy	62,298 +10,112	+19%	+$1.02M	2.45%	9
2023 Q4	$5.02M	Buy	52,186 +6,782	+15%	+$604K	2.09%	13
2023 Q3	$3.72M	Buy	45,404 +1,348	+3%	+$116K	1.66%	21
2023 Q2	$3.82M	Buy	44,056 +26,274	+148%	+$2.07M	1.81%	20
2023 Q1	$1.34M	Buy	17,782 +526	+3%	+$36.2K	0.64%	44
2022 Q4	$1.07M	Sell	17,256 -324	-2%	-$20.6K	0.52%	49
2022 Q3	$1.04M	Sell	17,580 -200	-1%	-$13.6K	0.53%	49
2022 Q2	$1.13M	Buy	17,780 +638	+4%	+$44.4K	0.57%	42
2022 Q1	$1.36M	Sell	17,142 -11,110	-39%	-$872K	0.58%	41
2021 Q4	$2.46M	Sell	28,252 -1,194	-4%	-$98.3K	1%	26
2021 Q3	$2.2M	Buy	29,446 +176	+0.6%	+$13.6K	0.95%	29
2021 Q2	$2.16M	Sell	29,270 -762	-3%	-$53.4K	1.17%	25
2021 Q1	$1.99M	Buy	30,032 +1,192	+4%	+$78.7K	0.96%	28
2020 Q4	$1.87M	Buy	28,840 +1,242	+5%	+$75.6K	0.9%	26
2020 Q3	$1.61K	Sell	27,598 -428	-2%	-$24.2K	0.25%	30
2020 Q2	$1.46M	Sell	28,026 -17,110	-38%	-$805K	0.78%	28
2020 Q1	$1.81M	Buy	+45,136	New	+$2.06M	1.12%	19

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

USAdvisors Wealth Management's XLK Position: Q2 2026 in Review

USAdvisors Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,089 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in XLK as recently as Q2 2025.

USAdvisors Wealth Management first reported a position in XLK in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.5M in Q1 2024. 1,331 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

USAdvisors Wealth Management held 1,089 shares of State Street Technology Select Sector SPDR ETF worth $207K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new USAdvisors Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of USAdvisors Wealth Management's portfolio in Q2 2026, its #141 holding.
USAdvisors Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
USAdvisors Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $6.5M in Q1 2024.
1,331 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.