Cavalier Investments’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 | $44M | Buy |
+231,176
| New | +$39.5M | 1.83% | 8 |
|
|
2026
Q1 | – | Sell |
-20,492
| Closed | -$2.95M | – | 135 |
|
|
2025
Q4 | $2.95M | Buy |
20,492
+608
| +3% | +$87.8K | 0.15% | 56 |
|
|
2025
Q3 | $2.26M | Sell |
19,884
-39,008
| -66% | -$5.17M | 0.19% | 61 |
|
|
2025
Q2 | $7.46M | Sell |
58,892
-1,196
| -2% | -$133K | 2.26% | 12 |
|
|
2025
Q1 | $6.2M | Sell |
60,088
-104
| -0.2% | -$11.8K | 2.11% | 15 |
|
|
2024
Q4 | $7M | Buy |
60,192
+2,696
| +5% | +$314K | 2.34% | 9 |
|
|
2024
Q3 | $6.49M | Sell |
57,496
-212,138
| -79% | -$23.3M | 1.99% | 12 |
|
|
2024
Q2 | $30.5M | Buy |
269,634
+76,682
| +40% | +$8.07M | 9.39% | 2 |
|
|
2024
Q1 | $20.1M | Buy |
192,952
+6,690
| +4% | +$677K | 7.33% | 3 |
|
|
2023
Q4 | $17.9M | Buy |
186,262
+3,028
| +2% | +$270K | 6.6% | 4 |
|
|
2023
Q3 | $15M | Sell |
183,234
-31,536
| -15% | -$2.7M | 5.88% | 2 |
|
|
2023
Q2 | $18.7M | Buy |
214,770
+70,204
| +49% | +$5.53M | 6.8% | 2 |
|
|
2023
Q1 | $10.9M | Buy |
144,566
+8,454
| +6% | +$582K | 4.46% | 4 |
|
|
2022
Q4 | $8.47M | Sell |
136,112
-7,062
| -5% | -$448K | 3.04% | 7 |
|
|
2022
Q3 | $8.5M | Buy |
+143,174
| New | +$9.77M | 3.07% | 8 |
|
|
2022
Q2 | – | Sell |
-153,188
| Closed | -$12.2M | – | 104 |
|
|
2022
Q1 | $12.2M | Buy |
153,188
+11,644
| +8% | +$914K | 3.18% | 4 |
|
|
2021
Q4 | $12.3M | Buy |
141,544
+25,426
| +22% | +$2.09M | 3.2% | 4 |
|
|
2021
Q3 | $8.67M | Buy |
116,118
+21,094
| +22% | +$1.63M | 2.74% | 5 |
|
|
2021
Q2 | $7.01M | Buy |
95,024
+24
| +0% | +$1.68K | 2.53% | 7 |
|
|
2021
Q1 | $6.31M | Buy |
95,000
+6,060
| +7% | +$400K | 2.74% | 3 |
|
|
2020
Q4 | $5.78M | Sell |
88,940
-66,208
| -43% | -$4.03M | 2.64% | 4 |
|
|
2020
Q3 | $9.05M | Sell |
155,148
-57,124
| -27% | -$3.23M | 6.15% | 2 |
|
|
2020
Q2 | $11.1M | Buy |
212,272
+4,956
| +2% | +$233K | 6.41% | 3 |
|
|
2020
Q1 | $8.33M | Buy |
207,316
+7,422
| +4% | +$339K | 4.92% | 4 |
|
|
2019
Q4 | $9.16M | Sell |
199,894
-14,222
| -7% | -$609K | 3.97% | 5 |
|
|
2019
Q3 | $8.62M | Sell |
214,116
-218,810
| -51% | -$8.75M | 3.72% | 5 |
|
|
2019
Q2 | $16.9M | Buy |
432,926
+36,490
| +9% | +$1.39M | 7.07% | 1 |
|
|
2019
Q1 | $14.7M | Sell |
396,436
-285,756
| -42% | -$9.78M | 6.03% | 1 |
|
|
2018
Q4 | $21.1M | Buy |
682,192
+282,360
| +71% | +$9.55M | 6.82% | 1 |
|
|
2018
Q3 | $15.1M | Sell |
399,832
-132,678
| -25% | -$4.87M | 4.38% | 2 |
|
|
2018
Q2 | $18.5M | Sell |
532,510
-86,738
| -14% | -$2.98M | 6.24% | 3 |
|
|
2018
Q1 | $20.3M | Buy |
619,248
+251,404
| +68% | +$8.44M | 7.15% | 1 |
|
|
2017
Q4 | $11.8M | Sell |
367,844
-6,010
| -2% | -$188K | 4.7% | 1 |
|
|
2017
Q3 | $11M | Buy |
373,854
+2,792
| +0.8% | +$80.4K | 5.31% | 1 |
|
|
2017
Q2 | $10.1M | Hold |
371,062
| – | – | 5.65% | 1 |
|
|
2017
Q1 | $9.89M | Sell |
371,062
-202,710
| -35% | -$5.22M | 5.54% | 1 |
|
|
2016
Q4 | $13.9M | Buy |
573,772
+209,428
| +57% | +$5M | 8.93% | 3 |
|
|
2016
Q3 | $8.7M | Sell |
364,344
-152,866
| -30% | -$3.55M | 5.29% | 2 |
|
|
2016
Q2 | $11.2M | Sell |
517,210
-371,576
| -42% | -$8.06M | 6.56% | 7 |
|
|
2016
Q1 | $19.7M | Sell |
888,786
-27,808
| -3% | -$575K | 11.31% | 2 |
|
|
2015
Q4 | $19.6M | Buy |
+916,594
| New | +$19.7M | 11.67% | 3 |
|
Other funds holding XLK
APTFM
Cavalier Investments's XLK Position: Q2 2026 in Review
Cavalier Investments opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 231,176 shares worth $44M. The stake represents 1.83% of the portfolio and ranks #8 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in XLK as recently as Q4 2025.
Cavalier Investments first reported a position in XLK in Q4 2015 and has held it in 41 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Cavalier Investments held 231,176 shares of State Street Technology Select Sector SPDR ETF worth $44M as of Q2 2026.
- State Street Technology Select Sector SPDR ETF was a new Cavalier Investments position in Q2 2026.
- State Street Technology Select Sector SPDR ETF made up 1.83% of Cavalier Investments's portfolio in Q2 2026, its #8 holding.
- Cavalier Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 41 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.