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 Q2	$1.43M	Sell	7,516 -28	-0.4%	-$4.78K	0.04%	144
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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Aspiriant LLC's XLK Position: Q2 2026 in Review

Aspiriant LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.37% in Q2 2026, selling an estimated $4.78K and leaving 7,516 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #144.

Aspiriant LLC first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aspiriant LLC held 7,516 shares of State Street Technology Select Sector SPDR ETF worth $1.43M as of Q2 2026.
Aspiriant LLC sold 28 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.78K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Aspiriant LLC's portfolio in Q2 2026, its #144 holding.
Aspiriant LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.