Aureus Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.29M Buy
12,000
+822
+7% +$140K 0.14% 78
2026
Q1
$1.49M Hold
11,178
0.1% 91
2025
Q4
$1.61M Hold
11,178
0.1% 77
2025
Q3
$1.58M Sell
11,178
-94
-0.8% -$12.4K 0.1% 76
2025
Q2
$1.43M Sell
11,272
-540
-5% -$59.9K 0.09% 83
2025
Q1
$1.22M Hold
11,812
0.09% 86
2024
Q4
$1.37M Hold
11,812
0.09% 81
2024
Q3
$1.33M Sell
11,812
-186
-2% -$20.4K 0.09% 84
2024
Q2
$1.36M Sell
11,998
-180
-1% -$19K 0.09% 82
2024
Q1
$1.27M Buy
12,178
+800
+7% +$80.9K 0.09% 82
2023
Q4
$1.1M Hold
11,378
0.08% 82
2023
Q3
$933K Buy
11,378
+5,198
+84% +$446K 0.07% 90
2023
Q2
$537K Hold
6,180
0.04% 115
2023
Q1
$467K Sell
6,180
-200
-3% -$13.8K 0.04% 120
2022
Q4
$397K Buy
+6,380
New +$405K 0.03% 134

Other funds holding XLK

Aureus Asset Management's XLK Position: Q2 2026 in Review

Aureus Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q2 2026, buying an estimated $140K and bringing the position to 12,000 shares worth $2.29M. The position accounts for 0.14% of the portfolio, ranked #78.

Aureus Asset Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Aureus Asset Management held 12,000 shares of State Street Technology Select Sector SPDR ETF worth $2.29M as of Q2 2026.
  • Aureus Asset Management bought 822 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Aureus Asset Management's portfolio in Q2 2026, its #78 holding.
  • Aureus Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.