CD
XLK icon

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
Q3 		$650K Buy
3,320
+219
+7% +$40.4K 0.12% 125
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

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Chapin Davis's XLK Position: Q3 2026 in Review

Chapin Davis increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.1% in Q3 2026, buying an estimated $40.4K and bringing the position to 3,320 shares worth $650K. The position accounts for 0.12% of the portfolio, ranked #125.

Chapin Davis first reported a position in XLK in Q1 2024 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Chapin Davis held 3,320 shares of State Street Technology Select Sector SPDR ETF worth $650K as of Q3 2026.
  • Chapin Davis bought 219 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $40.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Chapin Davis's portfolio in Q3 2026, its #125 holding.
  • Chapin Davis first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
  • 427 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.