Alley Investment Management Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alley Investment Management Company’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	$600K	Sell	3,148 -3,291	-51%	-$562K	0.07%	73
2026 Q1	$856K	Sell	6,439 -2,225	-26%	-$314K	0.1%	69
2025 Q4	$1.25M	Hold	8,664	–	–	0.15%	66
2025 Q3	$1.22M	Hold	8,664	–	–	0.14%	67
2025 Q2	$1.1M	Sell	8,664 -436	-5%	-$48.4K	0.13%	65
2025 Q1	$939K	Sell	9,100 -82	-0.9%	-$9.3K	0.12%	66
2024 Q4	$1.07M	Buy	9,182 +848	+10%	+$98.7K	0.14%	65
2024 Q3	$941K	Buy	8,334 +134	+2%	+$14.7K	0.12%	65
2024 Q2	$928K	Hold	8,200	–	–	0.13%	66
2024 Q1	$854K	Hold	8,200	–	–	0.12%	66
2023 Q4	$789K	Sell	8,200 -500	-6%	-$44.5K	0.12%	67
2023 Q3	$713K	Hold	8,700	–	–	0.12%	67
2023 Q2	$756K	Hold	8,700	–	–	0.12%	69
2023 Q1	$657K	Sell	8,700 -680	-7%	-$46.8K	0.11%	69
2022 Q4	$584K	Hold	9,380	–	–	0.1%	70
2022 Q3	$557K	Hold	9,380	–	–	0.11%	67
2022 Q2	$596K	Hold	9,380	–	–	0.11%	67
2022 Q1	$745K	Buy	+9,380	New	+$736K	0.12%	65

Other funds holding XLK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alley Investment Management Company's XLK Position: Q2 2026 in Review

Alley Investment Management Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 51% in Q2 2026, selling an estimated $562K and leaving 3,148 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #73.

Alley Investment Management Company first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Alley Investment Management Company held 3,148 shares of State Street Technology Select Sector SPDR ETF worth $600K as of Q2 2026.
Alley Investment Management Company sold 3,291 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $562K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Alley Investment Management Company's portfolio in Q2 2026, its #73 holding.
Alley Investment Management Company first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's State Street Technology Select Sector SPDR ETF position peaked at $1.25M in Q4 2025.
2,114 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.