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

AGF 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 Q1	$287M	Sell	2,157,884 -147,616	-6%	-$20.8M	1.29%	15
2025 Q4	$332M	Sell	2,305,500 -192,822	-8%	-$27.8M	1.44%	14
2025 Q3	$352M	Buy	2,498,322 +108,202	+5%	+$14.3M	1.55%	10
2025 Q2	$303M	Buy	2,390,120 +52,404	+2%	+$5.82M	1.37%	14
2025 Q1	$241M	Sell	2,337,716 -2,773,672	-54%	-$314M	1.27%	14
2024 Q4	$594M	Buy	5,111,388 +2,128,236	+71%	+$248M	2.96%	3
2024 Q3	$337M	Sell	2,983,152 -117,654	-4%	-$12.9M	1.71%	7
2024 Q2	$351M	Sell	3,100,806 -84,616	-3%	-$8.91M	1.95%	6
2024 Q1	$332M	Buy	3,185,422 +285,476	+10%	+$28.9M	1.84%	6
2023 Q4	$279M	Buy	2,899,946 +247,670	+9%	+$22M	1.64%	8
2023 Q3	$217M	Buy	2,652,276 +275,242	+12%	+$23.6M	1.54%	9
2023 Q2	$207M	Sell	2,377,034 -107,668	-4%	-$8.49M	1.5%	11
2023 Q1	$188M	Sell	2,484,702 -671,560	-21%	-$46.2M	1.29%	10
2022 Q4	$196M	Buy	+3,156,262	New	+$200M	1.43%	8

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AGF Management's XLK Position: Q1 2026 in Review

AGF Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q1 2026, selling an estimated $20.8M and leaving 2,157,884 shares worth $287M. The position accounts for 1.29% of the portfolio, ranked #15.

AGF Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $594M in Q4 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

AGF Management held 2,157,884 shares of State Street Technology Select Sector SPDR ETF worth $287M as of Q1 2026.
AGF Management sold 147,616 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $20.8M.
State Street Technology Select Sector SPDR ETF made up 1.29% of AGF Management's portfolio in Q1 2026, its #15 holding.
AGF Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
AGF Management's State Street Technology Select Sector SPDR ETF position peaked at $594M in Q4 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.