Capitol Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capitol Family Office’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	$6.88M	Buy	36,094 +1,452	+4%	+$248K	7.26%	2
2026 Q1	$4.99M	Hold	34,642	–	–	5.89%	3
2025 Q4	$4.99M	Buy	34,642 +1,412	+4%	+$204K	5.89%	3
2025 Q3	$4.68M	Buy	33,230 +382	+1%	+$50.6K	5.68%	3
2025 Q2	$4.16M	Buy	32,848 +156	+0.5%	+$17.3K	5.42%	3
2025 Q1	$3.38M	Buy	32,692 +29,896	+1,069%	+$3.39M	4.78%	3
2024 Q4	$325K	Hold	2,796	–	–	0.43%	15
2024 Q3	$316K	Hold	2,796	–	–	0.39%	15
2024 Q2	$316K	Buy	2,796 +6	+0.2%	+$632	0.42%	15
2024 Q1	$291K	Hold	2,790	–	–	0.38%	14
2023 Q4	$269K	Hold	2,790	–	–	0.45%	16
2023 Q3	$229K	Hold	2,790	–	–	0.43%	16
2023 Q2	$243K	Hold	2,790	–	–	0.55%	14
2023 Q1	$211K	Buy	+2,790	New	+$192K	0.42%	16
2022 Q4	–	Sell	-7,484	Closed	-$444K	–	18
2022 Q3	$444K	Sell	7,484 -1,130	-13%	-$77.1K	0.67%	13
2022 Q2	$548K	Sell	8,614 -135,690	-94%	-$9.45M	0.56%	17
2022 Q1	$11.5M	Sell	144,304 -18,120	-11%	-$1.42M	9.23%	3
2021 Q4	$14.1M	Buy	+162,424	New	+$13.4M	9.69%	3

Other funds holding XLK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Capitol Family Office's XLK Position: Q2 2026 in Review

Capitol Family Office increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, buying an estimated $248K and bringing the position to 36,094 shares worth $6.88M. The position accounts for 7.26% of the portfolio, ranked #2.

Capitol Family Office first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.1M in Q4 2021. 1,652 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Capitol Family Office held 36,094 shares of State Street Technology Select Sector SPDR ETF worth $6.88M as of Q2 2026.
Capitol Family Office bought 1,452 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $248K.
State Street Technology Select Sector SPDR ETF made up 7.26% of Capitol Family Office's portfolio in Q2 2026, its #2 holding.
Capitol Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Capitol Family Office's State Street Technology Select Sector SPDR ETF position peaked at $14.1M in Q4 2021.
1,652 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.