Alpine Woods Capital Investors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alpine Woods Capital Investors’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	$953K	Hold	5,000	–	–	0.21%	98
2026 Q1	$665K	Sell	5,000 -2,000	-29%	-$282K	0.16%	102
2025 Q4	$1.01M	Hold	7,000	–	–	0.24%	87
2025 Q3	$987K	Hold	7,000	–	–	0.23%	87
2025 Q2	$886K	Hold	7,000	–	–	0.21%	92
2025 Q1	$723K	Hold	7,000	–	–	0.18%	99
2024 Q4	$814K	Hold	7,000	–	–	0.15%	114
2024 Q3	$825K	Hold	7,000	–	–	0.14%	119
2024 Q2	$792K	Hold	7,000	–	–	0.12%	127
2024 Q1	$687K	Sell	7,000 -30,460	-81%	-$3.08M	0.14%	123
2023 Q4	$3.61M	Hold	37,460	–	–	0.54%	57
2023 Q3	$3.07M	Sell	37,460 -1,040	-3%	-$89.2K	0.49%	65
2023 Q2	$3.35M	Hold	38,500	–	–	0.52%	66
2023 Q1	$2.91M	Hold	38,500	–	–	0.44%	79
2022 Q4	$2.4M	Sell	38,500 -124,100	-76%	-$7.88M	0.35%	89
2022 Q3	$9.66M	Buy	162,600 +98,000	+152%	+$6.69M	1.31%	17
2022 Q2	$4.11M	Hold	64,600	–	–	0.51%	73
2022 Q1	$5.13M	Sell	64,600 -5,000	-7%	-$393K	0.54%	69
2021 Q4	$6.05M	Hold	69,600	–	–	0.6%	62
2021 Q3	$5.2M	Hold	69,600	–	–	0.56%	69
2021 Q2	$5.14M	Hold	69,600	–	–	0.53%	68
2021 Q1	$4.62M	Hold	69,600	–	–	0.51%	70
2020 Q4	$4.53M	Sell	69,600 -6,400	-8%	-$390K	0.55%	63
2020 Q3	$4.43M	Hold	76,000	–	–	0.67%	45
2020 Q2	$3.97M	Hold	76,000	–	–	0.76%	36
2020 Q1	$3.05M	Buy	76,000 +64,000	+533%	+$2.92M	0.68%	34
2019 Q4	$550K	Hold	12,000	–	–	0.1%	171
2019 Q3	$483K	Sell	12,000 -32,000	-73%	-$1.28M	0.09%	170
2019 Q2	$1.72M	Hold	44,000	–	–	0.36%	70
2019 Q1	$1.63M	Hold	44,000	–	–	0.35%	69
2018 Q4	$1.36M	Buy	+44,000	New	+$1.49M	0.33%	75
2018 Q2	–	Sell	-54,000	Closed	-$1.77M	–	380
2018 Q1	$1.77M	Hold	54,000	–	–	0.09%	189
2017 Q4	$1.73M	Hold	54,000	–	–	0.09%	194
2017 Q3	$1.6M	Hold	54,000	–	–	0.08%	198
2017 Q2	$1.48M	Hold	54,000	–	–	0.08%	198
2017 Q1	$1.44M	Buy	54,000 +14,000	+35%	+$361K	0.08%	205
2016 Q4	$967K	Hold	40,000	–	–	0.05%	244
2016 Q3	$956K	Buy	+40,000	New	+$929K	0.05%	246

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Alpine Woods Capital Investors's XLK Position: Q2 2026 in Review

Alpine Woods Capital Investors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,000 shares worth $953K. The position accounts for 0.21% of the portfolio, ranked #98.

Alpine Woods Capital Investors first reported a position in XLK in Q3 2016 and has held it in 38 quarters since. The position peaked at $9.66M in Q3 2022. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Alpine Woods Capital Investors held 5,000 shares of State Street Technology Select Sector SPDR ETF worth $953K as of Q2 2026.
Alpine Woods Capital Investors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.21% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #98 holding.
Alpine Woods Capital Investors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 38 quarters since.
Alpine Woods Capital Investors's State Street Technology Select Sector SPDR ETF position peaked at $9.66M in Q3 2022.
1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.