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

World Investment 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 		$10.5M Sell
79,213
-1,874
-2% -$264K 0.17% 136
2025
Q4 		$11.7M Buy
81,087
+43,293
+115% +$6.25M 0.19% 121
2025
Q3 		$5.33M Sell
37,794
-2,378
-6% -$315K 0.11% 211
2025
Q2 		$5.09M Buy
40,172
+2,626
+7% +$291K 0.12% 206
2025
Q1 		$3.88M Buy
37,546
+780
+2% +$88.4K 0.1% 240
2024
Q4 		$4.27M Buy
36,766
+12,744
+53% +$1.48M 0.12% 194
2024
Q3 		$2.71M Sell
24,022
-1,342
-5% -$147K 0.09% 255
2024
Q2 		$2.87M Buy
25,364
+18,442
+266% +$1.94M 0.18% 120
2024
Q1 		$721K Sell
6,922
-14,176
-67% -$1.43M 0.1% 178
2023
Q4 		$2.03M Buy
21,098
+6,036
+40% +$537K 0.26% 85
2023
Q3 		$1.23M Sell
15,062
-2,420
-14% -$208K 0.24% 80
2023
Q2 		$1.52M Sell
17,482
-242
-1% -$19.1K 0.29% 65
2023
Q1 		$1.34M Buy
17,724
+1,086
+7% +$74.7K 0.28% 67
2022
Q4 		$1.04M Buy
16,638
+8
+0% +$508 0.24% 76
2022
Q3 		$988K Sell
16,630
-14
-0.1% -$955 0.23% 73
2022
Q2 		$1.22M Sell
16,644
-160
-1% -$11.1K 0.26% 64
2022
Q1 		$1.33M Sell
16,804
-352
-2% -$27.6K 0.28% 66
2021
Q4 		$1.37M Sell
17,156
-268
-2% -$22.1K 0.29% 65
2021
Q3 		$1.3M Buy
17,424
+880
+5% +$67.9K 0.29% 61
2021
Q2 		$1.22M Buy
16,544
+134
+0.8% +$9.39K 0.28% 61
2021
Q1 		$1.09M Buy
16,410
+1,412
+9% +$93.2K 0.26% 67
2020
Q4 		$1.04M Buy
14,998
+3,426
+30% +$209K 0.26% 70
2020
Q3 		$675K Buy
11,572
+1,494
+15% +$84.4K 0.23% 70
2020
Q2 		$574K Buy
+10,078
New +$474K 0.2% 75

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 $530B 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 $377B 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 $666B 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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

World Investment Advisors's XLK Position: Q1 2026 in Review

World Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q1 2026, selling an estimated $264K and leaving 79,213 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #136.

World Investment Advisors first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • World Investment Advisors held 79,213 shares of State Street Technology Select Sector SPDR ETF worth $10.5M as of Q1 2026.
  • World Investment Advisors sold 1,874 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $264K.
  • State Street Technology Select Sector SPDR ETF made up 0.17% of World Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • World Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • World Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $11.7M 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.