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

Arcadia Investment 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	$9.84K	Hold	74	–	–	﹤0.01%	210
2025 Q4	$10.7K	Buy	74 +22	+42%	+$3.18K	﹤0.01%	218
2025 Q3	$7.33K	Buy	52 +4	+8%	+$530	﹤0.01%	230
2025 Q2	$6.08K	Hold	48	–	–	﹤0.01%	231
2025 Q1	$4.96K	Hold	48	–	–	﹤0.01%	254
2024 Q4	$5.58K	Buy	48 +4	+9%	+$465	﹤0.01%	285
2024 Q3	$4.97K	Sell	44 -4	-8%	-$439	﹤0.01%	236
2024 Q2	$5.43K	Hold	48	–	–	﹤0.01%	289
2024 Q1	$5K	Buy	48 +4	+9%	+$405	﹤0.01%	290
2023 Q4	$4.24K	Buy	44 +20	+83%	+$1.78K	﹤0.01%	298
2023 Q3	$1.97K	Buy	24 +4	+20%	+$343	﹤0.01%	309
2023 Q2	$1.74K	Buy	20 +2	+11%	+$158	﹤0.01%	326
2023 Q1	$1.36K	Hold	18	–	–	﹤0.01%	339
2022 Q4	$1.12K	Hold	18	–	–	﹤0.01%	337
2022 Q3	$1K	Sell	18 -8,400	-100%	-$573K	﹤0.01%	277
2022 Q2	$535K	Hold	8,418	–	–	0.12%	94
2022 Q1	$669K	Buy	8,418 +18	+0.2%	+$1.41K	0.13%	92
2021 Q4	$730K	Hold	8,400	–	–	0.12%	96
2021 Q3	$627K	Hold	8,400	–	–	0.12%	102
2021 Q2	$620K	Hold	8,400	–	–	0.12%	101
2021 Q1	$558K	Sell	8,400 -8,400	-50%	-$554K	0.11%	100
2020 Q4	$1.09M	Hold	16,800	–	–	0.23%	71
2020 Q3	$980K	Hold	16,800	–	–	0.21%	74
2020 Q2	$878K	Hold	16,800	–	–	0.21%	71
2020 Q1	$675K	Buy	+16,800	New	+$767K	0.2%	74

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arcadia Investment Management's XLK Position: Q1 2026 in Review

Arcadia Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 74 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Arcadia Investment Management first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2020. 2,417 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Arcadia Investment Management held 74 shares of State Street Technology Select Sector SPDR ETF worth $9.84K as of Q1 2026.
Arcadia Investment Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #210 holding.
Arcadia Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Arcadia Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.09M in Q4 2020.
2,417 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.