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Aspiriant LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aspiriant LLC’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 		$1M Sell
7,544
-1,766
-19% -$249K 0.03% 154
2025
Q4 		$1.34M Buy
9,310
+2,000
+27% +$289K 0.04% 140
2025
Q3 		$1.03M Buy
7,310
+1,330
+22% +$176K 0.03% 143
2025
Q2 		$757K Sell
5,980
-188
-3% -$20.9K 0.02% 169
2025
Q1 		$637K Sell
6,168
-3,072
-33% -$348K 0.02% 168
2024
Q4 		$1.07M Buy
9,240
+2,226
+32% +$259K 0.04% 137
2024
Q3 		$792K Buy
7,014
+412
+6% +$45.2K 0.03% 161
2024
Q2 		$747K Buy
6,602
+722
+12% +$76K 0.03% 162
2024
Q1 		$612K Buy
5,880
+526
+10% +$53.2K 0.03% 175
2023
Q4 		$515K Hold
5,354
– – 0.02% 186
2023
Q3 		$439K Buy
5,354
+726
+16% +$62.3K 0.02% 193
2023
Q2 		$402K Sell
4,628
-200
-4% -$15.8K 0.02% 194
2023
Q1 		$365K Buy
4,828
+2
+0% +$138 0.02% 200
2022
Q4 		$300K Sell
4,826
-1,558
-24% -$98.9K 0.02% 214
2022
Q3 		$379K Sell
6,384
-30
-0.5% -$2.05K 0.02% 187
2022
Q2 		$407K Sell
6,414
-1,340
-17% -$93.3K 0.02% 182
2022
Q1 		$615K Buy
7,754
+1,446
+23% +$114K 0.03% 160
2021
Q4 		$548K Sell
6,308
-192
-3% -$15.8K 0.03% 172
2021
Q3 		$485K Hold
6,500
– – 0.03% 161
2021
Q2 		$479K Hold
6,500
– – 0.03% 162
2021
Q1 		$431K Buy
6,500
+1,814
+39% +$120K 0.03% 158
2020
Q4 		$305K Hold
4,686
– – 0.02% 172
2020
Q3 		$273K Buy
+4,686
New +$265K 0.02% 187

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspiriant LLC's XLK Position: Q1 2026 in Review

Aspiriant LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q1 2026, selling an estimated $249K and leaving 7,544 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #154.

Aspiriant LLC first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Aspiriant LLC held 7,544 shares of State Street Technology Select Sector SPDR ETF worth $1M as of Q1 2026.
  • Aspiriant LLC sold 1,766 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $249K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Aspiriant LLC's portfolio in Q1 2026, its #154 holding.
  • Aspiriant LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • Aspiriant LLC's State Street Technology Select Sector SPDR ETF position peaked at $1.34M in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.