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

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

Chapin Davis's XLK Position: Q2 2026 in Review

Chapin Davis held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,101 shares worth $591K. The position accounts for 0.1% of the portfolio, ranked #134.

Chapin Davis first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Chapin Davis held 3,101 shares of State Street Technology Select Sector SPDR ETF worth $591K as of Q2 2026.
Chapin Davis left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.1% of Chapin Davis's portfolio in Q2 2026, its #134 holding.
Chapin Davis first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.