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

Aspen 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 Q2	$1.36M	Buy	7,144 +171	+2%	+$29.2K	0.37%	84
2026 Q1	$927K	Buy	6,973 +38	+0.5%	+$5.36K	0.28%	94
2025 Q4	$998K	Buy	6,935 +1,829	+36%	+$264K	0.3%	91
2025 Q3	$720K	Sell	5,106 -210	-4%	-$27.8K	0.28%	89
2025 Q2	$673K	Sell	5,316 -184	-3%	-$20.4K	0.28%	85
2025 Q1	$568K	Hold	5,500	–	–	0.26%	95
2024 Q4	$639K	Hold	5,500	–	–	0.3%	85
2024 Q3	$621K	Hold	5,500	–	–	0.29%	87
2024 Q2	$622K	Sell	5,500 -304	-5%	-$32K	0.31%	86
2024 Q1	$604K	Sell	5,804 -50	-0.9%	-$5.06K	0.31%	91
2023 Q4	$563K	Buy	5,854 +4	+0.1%	+$356	0.31%	87
2023 Q3	$479K	Sell	5,850 -500	-8%	-$42.9K	0.29%	91
2023 Q2	$552K	Hold	6,350	–	–	0.33%	82
2023 Q1	$479K	Hold	6,350	–	–	0.31%	86
2022 Q4	$395K	Sell	6,350 -1,844	-23%	-$117K	0.26%	102
2022 Q3	$487K	Buy	8,194 +1,844	+29%	+$126K	0.33%	92
2022 Q2	$404K	Hold	6,350	–	–	0.25%	102
2022 Q1	$505K	Sell	6,350 -3,810	-38%	-$299K	0.26%	99
2021 Q4	$883K	Sell	10,160 -270	-3%	-$22.2K	0.43%	77
2021 Q3	$779K	Buy	10,430 +10	+0.1%	+$772	0.41%	80
2021 Q2	$769K	Buy	10,420 +4,042	+63%	+$283K	0.4%	82
2021 Q1	$424K	Hold	6,378	–	–	0.24%	97
2020 Q4	$415K	Buy	6,378 +26	+0.4%	+$1.58K	0.25%	98
2020 Q3	$371K	Sell	6,352 -90	-1%	-$5.08K	0.25%	88
2020 Q2	$337K	Buy	6,442 +2	+0%	+$94	0.24%	91
2020 Q1	$259K	Buy	6,440 +950	+17%	+$43.4K	0.22%	86
2019 Q4	$252K	Hold	5,490	–	–	0.16%	117
2019 Q3	$221K	Sell	5,490 -4,100	-43%	-$164K	0.15%	123
2019 Q2	$374K	Hold	9,590	–	–	0.25%	99
2019 Q1	$355K	Hold	9,590	–	–	0.25%	100
2018 Q4	$297K	Buy	9,590 +4,100	+75%	+$139K	0.24%	105
2018 Q3	$207K	Buy	+5,490	New	+$201K	0.14%	140

Other funds holding XLK

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Aspen Investment Management's XLK Position: Q2 2026 in Review

Aspen Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q2 2026, buying an estimated $29.2K and bringing the position to 7,144 shares worth $1.36M. The position accounts for 0.37% of the portfolio, ranked #84.

Aspen Investment Management first reported a position in XLK in Q3 2018 and has held it in 32 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aspen Investment Management held 7,144 shares of State Street Technology Select Sector SPDR ETF worth $1.36M as of Q2 2026.
Aspen Investment Management bought 171 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
State Street Technology Select Sector SPDR ETF made up 0.37% of Aspen Investment Management's portfolio in Q2 2026, its #84 holding.
Aspen Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.