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

West 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	$4.87M	Buy	+25,574	New	+$4.37M	0.74%	19
2026 Q1	–	Sell	-27,490	Closed	-$3.96M	–	245
2025 Q4	$3.96M	Buy	27,490 +664	+2%	+$95.9K	0.67%	20
2025 Q3	$3.78M	Sell	26,826 -190	-0.7%	-$25.2K	0.62%	22
2025 Q2	$3.42M	Buy	+27,016	New	+$3M	0.6%	23
2024 Q3	–	Sell	-21,640	Closed	-$2.45M	–	195
2024 Q2	$2.45M	Buy	21,640 +386	+2%	+$40.6K	0.51%	22
2024 Q1	$2.21M	Buy	21,254 +160	+0.8%	+$16.2K	0.47%	25
2023 Q4	$2.03M	Sell	21,094 -1,378	-6%	-$123K	0.46%	25
2023 Q3	$1.84M	Buy	22,472 +2,028	+10%	+$174K	0.46%	23
2023 Q2	$1.78M	Sell	20,444 -1,826	-8%	-$144K	0.44%	24
2023 Q1	$1.68M	Buy	+22,270	New	+$1.53M	0.44%	23
2022 Q1	–	Sell	-18,506	Closed	-$1.61M	–	200
2021 Q4	$1.61M	Buy	18,506 +1,140	+7%	+$93.9K	0.43%	18
2021 Q3	$1.3M	Buy	17,366 +13,352	+333%	+$1.03M	0.38%	19
2021 Q2	$296K	Sell	4,014 -9,504	-70%	-$666K	0.09%	42
2021 Q1	$898K	Buy	13,518 +5,274	+64%	+$348K	0.3%	23
2020 Q4	$536K	Buy	+8,244	New	+$502K	0.19%	25

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

West Financial Advisors's XLK Position: Q2 2026 in Review

West Financial Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 25,574 shares worth $4.87M. The stake represents 0.74% of the portfolio and ranks #19 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in XLK as recently as Q4 2025.

West Financial Advisors first reported a position in XLK in Q4 2020 and has held it in 15 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

West Financial Advisors held 25,574 shares of State Street Technology Select Sector SPDR ETF worth $4.87M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new West Financial Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.74% of West Financial Advisors's portfolio in Q2 2026, its #19 holding.
West Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.