Caldwell Sutter Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Caldwell Sutter 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 Q2	$511K	Sell	2,680 -50	-2%	-$8.54K	0.19%	128
2026 Q1	$363K	Hold	2,730	–	–	0.15%	148
2025 Q4	$393K	Sell	2,730 -150	-5%	-$21.7K	0.17%	137
2025 Q3	$406K	Hold	2,880	–	–	0.17%	136
2025 Q2	$365K	Hold	2,880	–	–	0.17%	138
2025 Q1	$297K	Hold	2,880	–	–	0.14%	156
2024 Q4	$335K	Hold	2,880	–	–	0.16%	140
2024 Q3	$325K	Hold	2,880	–	–	0.15%	145
2024 Q2	$326K	Hold	2,880	–	–	0.16%	144
2024 Q1	$300K	Hold	2,880	–	–	0.14%	150
2023 Q4	$277K	Hold	2,880	–	–	0.14%	149
2023 Q3	$236K	Hold	2,880	–	–	0.13%	155
2023 Q2	$250K	Buy	2,880 +406	+16%	+$32K	0.13%	155
2023 Q1	$187K	Hold	2,474	–	–	0.14%	132
2022 Q4	$154K	Buy	+2,474	New	+$157K	0.14%	122

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

Caldwell Sutter Capital's XLK Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2026, selling an estimated $8.54K and leaving 2,680 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #128.

Caldwell Sutter Capital first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Caldwell Sutter Capital held 2,680 shares of State Street Technology Select Sector SPDR ETF worth $511K as of Q2 2026.
Caldwell Sutter Capital sold 50 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.54K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Caldwell Sutter Capital's portfolio in Q2 2026, its #128 holding.
Caldwell Sutter Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.