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Agate Pass Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Agate Pass Investment 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 		$6.87M Buy
36,075
+1,764
+5% +$301K 2.53% 11
2026
Q1 		$4.56M Buy
34,311
+5,384
+19% +$759K 1.78% 14
2025
Q4 		$4.16M Buy
28,927
+2,579
+10% +$372K 1.55% 17
2025
Q3 		$3.71M Buy
26,348
+2,178
+9% +$288K 1.41% 20
2025
Q2 		$3.06M Buy
24,170
+122
+0.5% +$13.5K 1.26% 22
2025
Q1 		$2.48M Buy
24,048
+4,220
+21% +$478K 1.06% 28
2024
Q4 		$2.31M Buy
19,828
+4,226
+27% +$492K 1.04% 30
2024
Q3 		$1.76M Buy
15,602
+2,342
+18% +$257K 0.88% 36
2024
Q2 		$1.5M Buy
13,260
+4,226
+47% +$445K 0.8% 38
2024
Q1 		$941K Buy
9,034
+6,042
+202% +$611K 0.5% 54
2023
Q4 		$288K Buy
+2,992
New +$266K 0.17% 84

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Agate Pass Investment Management's XLK Position: Q2 2026 in Review

Agate Pass Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.1% in Q2 2026, buying an estimated $301K and bringing the position to 36,075 shares worth $6.87M. The position accounts for 2.53% of the portfolio, ranked #11.

Agate Pass Investment Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Agate Pass Investment Management held 36,075 shares of State Street Technology Select Sector SPDR ETF worth $6.87M as of Q2 2026.
  • Agate Pass Investment Management bought 1,764 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $301K.
  • State Street Technology Select Sector SPDR ETF made up 2.53% of Agate Pass Investment Management's portfolio in Q2 2026, its #11 holding.
  • Agate Pass Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 851 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.