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

Waverly 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	$36.9M	Buy	193,506 +8,786	+5%	+$1.5M	0.21%	99
2026 Q1	$24.5M	Buy	184,720 +13,192	+8%	+$1.86M	0.18%	116
2025 Q4	$24.7M	Buy	171,528 +4,000	+2%	+$578K	0.2%	102
2025 Q3	$23.6M	Buy	167,528 +41,372	+33%	+$5.48M	0.24%	81
2025 Q2	$16M	Buy	126,156 +16,590	+15%	+$1.84M	0.18%	117
2025 Q1	$11.3M	Buy	109,566 +4,066	+4%	+$461K	0.14%	164
2024 Q4	$12.3M	Buy	105,500 +39,738	+60%	+$4.62M	0.19%	117
2024 Q3	$7.42M	Sell	65,762 -1,218	-2%	-$134K	0.14%	151
2024 Q2	$7.58M	Buy	66,980 +1,266	+2%	+$133K	0.15%	140
2024 Q1	$6.84M	Buy	65,714 +8,700	+15%	+$880K	0.16%	115
2023 Q4	$5.49M	Buy	57,014 +13,182	+30%	+$1.17M	0.21%	78
2023 Q3	$3.59M	Buy	43,832 +37,864	+634%	+$3.25M	0.16%	98
2023 Q2	$519K	Buy	5,968 +2,606	+78%	+$205K	0.02%	242
2023 Q1	$254K	Buy	+3,362	New	+$231K	0.01%	255
2022 Q2	–	Sell	-2,602	Closed	-$207K	–	227
2022 Q1	$207K	Hold	2,602	–	–	0.02%	195
2021 Q4	$202K	Sell	2,602 -230	-8%	-$18.9K	0.02%	195
2021 Q3	$234K	Hold	2,832	–	–	0.02%	195
2021 Q2	$219K	Buy	+2,832	New	+$198K	0.02%	177
2018 Q4	–	Sell	-37,260	Closed	-$1.4M	–	199
2018 Q3	$1.4M	Hold	37,260	–	–	0.21%	62
2018 Q2	$1.29M	Sell	37,260 -30	-0.1%	-$1.03K	0.2%	63
2018 Q1	$1.22M	Buy	37,290 +272	+0.7%	+$9.13K	0.2%	67
2017 Q4	$1.18M	Sell	37,018 -534	-1%	-$16.7K	0.17%	85
2017 Q3	$1.11M	Buy	37,552 +964	+3%	+$27.8K	0.24%	76
2017 Q2	$1M	Buy	36,588 +3,500	+11%	+$96.3K	0.25%	74
2017 Q1	$882K	Buy	+33,088	New	+$853K	0.23%	79

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

Waverly Advisors's XLK Position: Q2 2026 in Review

Waverly Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q2 2026, buying an estimated $1.5M and bringing the position to 193,506 shares worth $36.9M. The position accounts for 0.21% of the portfolio, ranked #99.

Waverly Advisors first reported a position in XLK in Q1 2017 and has held it in 25 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Waverly Advisors held 193,506 shares of State Street Technology Select Sector SPDR ETF worth $36.9M as of Q2 2026.
Waverly Advisors bought 8,786 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5M.
State Street Technology Select Sector SPDR ETF made up 0.21% of Waverly Advisors's portfolio in Q2 2026, its #99 holding.
Waverly Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 25 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.