Blue Fin Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Blue Fin Capital’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	$498K	Sell	3,748 -2,577	-41%	-$363K	0.08%	100
2025 Q4	$911K	Sell	6,325 -1,099	-15%	-$159K	0.14%	82
2025 Q3	$1.05M	Sell	7,424 -698	-9%	-$92.4K	0.16%	77
2025 Q2	$1.03M	Sell	8,122 -42	-0.5%	-$4.66K	0.18%	75
2025 Q1	$843K	Buy	8,164 +12	+0.1%	+$1.36K	0.16%	82
2024 Q4	$948K	Buy	8,152 +18	+0.2%	+$2.09K	0.17%	77
2024 Q3	$918K	Buy	8,134 +22	+0.3%	+$2.42K	0.17%	79
2024 Q2	$918K	Buy	8,112 +4	+0%	+$421	0.18%	77
2024 Q1	$844K	Hold	8,108	–	–	0.19%	78
2023 Q4	$780K	Sell	8,108 -4	-0%	-$356	0.2%	79
2023 Q3	$665K	Sell	8,112 -674	-8%	-$57.8K	0.19%	84
2023 Q2	$764K	Buy	8,786 +6	+0.1%	+$473	0.22%	80
2023 Q1	$648K	Buy	8,780 +12	+0.1%	+$826	0.21%	80
2022 Q4	$546K	Sell	8,768 -3,044	-26%	-$193K	0.2%	84
2022 Q3	$701K	Sell	11,812 -9,116	-44%	-$622K	0.26%	72
2022 Q2	$1.33M	Buy	20,928 +12,150	+138%	+$846K	0.47%	57
2022 Q1	$697K	Hold	8,778	–	–	0.2%	76
2021 Q4	$763K	Hold	8,778	–	–	0.21%	75
2021 Q3	$655K	Sell	8,778 -386	-4%	-$29.8K	0.2%	75
2021 Q2	$676K	Buy	9,164 +860	+10%	+$60.2K	0.21%	74
2021 Q1	$551K	Sell	8,304 -268	-3%	-$17.7K	0.19%	80
2020 Q4	$557K	Sell	8,572 -390	-4%	-$23.8K	0.2%	76
2020 Q3	$522K	Sell	8,962 -312	-3%	-$17.6K	0.21%	77
2020 Q2	$484K	Sell	9,274 -326	-3%	-$15.3K	0.21%	79
2020 Q1	$385K	Sell	9,600 -788	-8%	-$36K	0.21%	89
2019 Q4	$476K	Buy	10,388 +4,724	+83%	+$202K	0.22%	90
2019 Q3	$228K	Hold	5,664	–	–	0.12%	117
2019 Q2	$221K	Sell	5,664 -3,172	-36%	-$121K	0.11%	119
2019 Q1	$326K	Sell	8,836 -9,568	-52%	-$327K	0.17%	108
2018 Q4	$570K	Buy	+18,404	New	+$623K	0.34%	76

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Fin Capital's XLK Position: Q1 2026 in Review

Blue Fin Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 41% in Q1 2026, selling an estimated $363K and leaving 3,748 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #100.

Blue Fin Capital first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.33M in Q2 2022. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Blue Fin Capital held 3,748 shares of State Street Technology Select Sector SPDR ETF worth $498K as of Q1 2026.
Blue Fin Capital sold 2,577 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $363K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Blue Fin Capital's portfolio in Q1 2026, its #100 holding.
Blue Fin Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Blue Fin Capital's State Street Technology Select Sector SPDR ETF position peaked at $1.33M in Q2 2022.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.