Appleton Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Appleton Partners’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	$4.55M	Buy	23,910 +427	+2%	+$73K	0.28%	82
2026 Q1	$3.12M	Sell	23,483 -1,612	-6%	-$227K	0.22%	95
2025 Q4	$3.61M	Sell	25,095 -1,863	-7%	-$269K	0.24%	90
2025 Q3	$3.8M	Buy	26,958 +2,606	+11%	+$345K	0.26%	85
2025 Q2	$3.08M	Sell	24,352 -50	-0.2%	-$5.55K	0.22%	93
2025 Q1	$2.52M	Sell	24,402 -1,518	-6%	-$172K	0.19%	97
2024 Q4	$3.01M	Buy	25,920 +5,140	+25%	+$598K	0.22%	92
2024 Q3	$2.35M	Sell	20,780 -64	-0.3%	-$7.03K	0.17%	103
2024 Q2	$2.36M	Sell	20,844 -480	-2%	-$50.5K	0.18%	102
2024 Q1	$2.22M	Buy	21,324 +1,468	+7%	+$148K	0.17%	106
2023 Q4	$1.91M	Buy	19,856 +122	+0.6%	+$10.9K	0.15%	112
2023 Q3	$1.62M	Sell	19,734 -182	-0.9%	-$15.6K	0.14%	116
2023 Q2	$1.73M	Sell	19,916 -910	-4%	-$71.7K	0.15%	116
2023 Q1	$1.57M	Sell	20,826 -24	-0.1%	-$1.65K	0.14%	126
2022 Q4	$1.3M	Buy	20,850 +4,908	+31%	+$312K	0.12%	136
2022 Q3	$947K	Sell	15,942 -84	-0.5%	-$5.73K	0.09%	151
2022 Q2	$1.02M	Buy	16,026 +2,154	+16%	+$150K	0.1%	147
2022 Q1	$1.1M	Buy	13,872 +1,012	+8%	+$79.4K	0.09%	154
2021 Q4	$1.12M	Hold	12,860	–	–	0.08%	158
2021 Q3	$960K	Buy	12,860 +1,556	+14%	+$120K	0.08%	161
2021 Q2	$835K	Sell	11,304 -342	-3%	-$24K	0.07%	163
2021 Q1	$773K	Sell	11,646 -150	-1%	-$9.9K	0.07%	163
2020 Q4	$767K	Buy	11,796 +1,144	+11%	+$69.7K	0.08%	159
2020 Q3	$622K	Hold	10,652	–	–	0.07%	167
2020 Q2	$557K	Buy	10,652 +110	+1%	+$5.17K	0.07%	169
2020 Q1	$424K	Hold	10,542	–	–	0.06%	181
2019 Q4	$483K	Hold	10,542	–	–	0.05%	197
2019 Q3	$424K	Buy	10,542 +1,954	+23%	+$78.2K	0.05%	206
2019 Q2	$335K	Buy	+8,588	New	+$327K	0.04%	219

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

HIIFS

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Appleton Partners's XLK Position: Q2 2026 in Review

Appleton Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2026, buying an estimated $73K and bringing the position to 23,910 shares worth $4.55M. The position accounts for 0.28% of the portfolio, ranked #82.

Appleton Partners first reported a position in XLK in Q2 2019 and has held it in 29 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Appleton Partners held 23,910 shares of State Street Technology Select Sector SPDR ETF worth $4.55M as of Q2 2026.
Appleton Partners bought 427 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $73K.
State Street Technology Select Sector SPDR ETF made up 0.28% of Appleton Partners's portfolio in Q2 2026, its #82 holding.
Appleton Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.