Chapin Davis’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Chapin Davis’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	$591K	Hold	3,101	–	–	0.1%	134
2026 Q1	$412K	Buy	3,101 +1,125	+57%	+$159K	0.09%	173
2025 Q4	$284K	Hold	1,976	–	–	0.07%	197
2025 Q3	$278K	Hold	1,976	–	–	0.07%	201
2025 Q2	$250K	Hold	1,976	–	–	0.07%	197
2025 Q1	$204K	Hold	1,976	–	–	0.07%	205
2024 Q4	$223K	Hold	1,976	–	–	0.07%	204
2024 Q3	$223K	Hold	1,976	–	–	0.07%	205
2024 Q2	$224K	Hold	1,976	–	–	0.08%	197
2024 Q1	$206K	Buy	+1,976	New	+$200K	0.08%	212

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return