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

Aldebaran Financial’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	$328K	Buy	2,471 +39	+2%	+$5.5K	0.31%	60
2025 Q4	$354K	Sell	2,432 -400	-14%	-$57.8K	0.33%	56
2025 Q3	$399K	Sell	2,832 -30	-1%	-$3.97K	0.4%	53
2025 Q2	$362K	Buy	2,862 +10	+0.4%	+$1.11K	0.4%	53
2025 Q1	$294K	Buy	2,852 +62	+2%	+$7.03K	0.36%	59
2024 Q4	$327K	Sell	2,790 -14	-0.5%	-$1.63K	0.38%	59
2024 Q3	$317K	Buy	2,804 +42	+2%	+$4.61K	0.37%	53
2024 Q2	$312K	Buy	2,762 +12	+0.4%	+$1.26K	0.41%	48
2024 Q1	$286K	Sell	2,750 -54	-2%	-$5.46K	0.4%	52
2023 Q4	$270K	Sell	2,804 -8	-0.3%	-$712	0.4%	54
2023 Q3	$230K	Buy	2,812 +38	+1%	+$3.26K	0.36%	60
2023 Q2	$241K	Sell	2,774 -128	-4%	-$10.1K	0.33%	58
2023 Q1	$219K	Buy	+2,902	New	+$200K	0.28%	68
2022 Q2	–	Sell	-2,938	Closed	-$233K	–	91
2022 Q1	$233K	Sell	2,938 -48	-2%	-$3.77K	0.18%	85
2021 Q4	$260K	Hold	2,986	–	–	0.19%	78
2021 Q3	$223K	Sell	2,986 -62	-2%	-$4.78K	0.18%	79
2021 Q2	$225K	Sell	3,048 -6	-0.2%	-$420	0.18%	84
2021 Q1	$203K	Buy	+3,054	New	+$202K	0.18%	82
2020 Q4	–	Sell	-3,966	Closed	-$231K	–	84
2020 Q3	$231K	Buy	+3,966	New	+$224K	0.24%	73

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

Aldebaran Financial's XLK Position: Q1 2026 in Review

Aldebaran Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, buying an estimated $5.5K and bringing the position to 2,471 shares worth $328K. The position accounts for 0.31% of the portfolio, ranked #60.

Aldebaran Financial first reported a position in XLK in Q3 2020 and has held it in 19 quarters since. The position peaked at $399K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Aldebaran Financial held 2,471 shares of State Street Technology Select Sector SPDR ETF worth $328K as of Q1 2026.
Aldebaran Financial bought 39 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $5.5K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Aldebaran Financial's portfolio in Q1 2026, its #60 holding.
Aldebaran Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 19 quarters since.
Aldebaran Financial's State Street Technology Select Sector SPDR ETF position peaked at $399K in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.