Cape Cod Five Cents Savings Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025 Q4	$471K	Sell	2,088 -2,088	-50%	-$302K	0.04%	136
2025 Q3	$471K	Hold	4,176	–	–	0.04%	136
2025 Q2	$471K	Hold	4,176	–	–	0.04%	136
2025 Q1	$471K	Hold	4,176	–	–	0.04%	136
2024 Q4	$471K	Hold	4,176	–	–	0.04%	136
2024 Q3	$471K	Hold	4,176	–	–	0.04%	136
2024 Q2	$472K	Sell	4,176 -50	-1%	-$5.26K	0.05%	136
2024 Q1	$440K	Sell	4,226 -2,104	-33%	-$213K	0.04%	146
2023 Q4	$609K	Sell	6,330 -502	-7%	-$44.7K	0.06%	129
2023 Q3	$560K	Buy	6,832 +2,746	+67%	+$235K	0.03%	162
2023 Q2	$355K	Sell	4,086 -1,050	-20%	-$82.8K	0.04%	151
2023 Q1	$388K	Sell	5,136 -2,624	-34%	-$181K	0.04%	145
2022 Q4	$483K	Sell	7,760 -124	-2%	-$7.88K	0.05%	142
2022 Q3	$468K	Sell	7,884 -2,098	-21%	-$143K	0.06%	130
2022 Q2	$634K	Sell	9,982 -1,930	-16%	-$134K	0.07%	125
2022 Q1	$947K	Sell	11,912 -1,926	-14%	-$151K	0.1%	111
2021 Q4	$1.2M	Buy	13,838 +4,520	+49%	+$372K	0.12%	105
2021 Q3	$696K	Sell	9,318 -118	-1%	-$9.1K	0.07%	113
2021 Q2	$697K	Sell	9,436 -132	-1%	-$9.25K	0.07%	114
2021 Q1	$635K	Sell	9,568 -3,936	-29%	-$260K	0.07%	117
2020 Q4	$878K	Buy	+13,504	New	+$822K	0.1%	105

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

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

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

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

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

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

Cape Cod Five Cents Savings Bank's XLK Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 50% in Q4 2025, selling an estimated $302K and leaving 2,088 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #136.

Cape Cod Five Cents Savings Bank first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.2M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Cape Cod Five Cents Savings Bank held 2,088 shares of State Street Technology Select Sector SPDR ETF worth $471K as of Q4 2025.
Cape Cod Five Cents Savings Bank sold 2,088 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $302K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #136 holding.
Cape Cod Five Cents Savings Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Cape Cod Five Cents Savings Bank's State Street Technology Select Sector SPDR ETF position peaked at $1.2M in Q4 2021.
2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.