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XLK icon

Chatterton & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Chatterton & Associates’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 		$496K Hold
2,678
– – 0.29% 57
2026
Q1 		$380K Buy
2,678
+948
+55% +$134K 0.27% 63
2025
Q4 		$249K Buy
+1,730
New +$250K 0.21% 69

Other funds holding XLK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Citigroup
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

Chatterton & Associates's XLK Position: Q2 2026 in Review

Chatterton & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,678 shares worth $496K. The position accounts for 0.29% of the portfolio, ranked #57.

Chatterton & Associates first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 1,721 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Chatterton & Associates held 2,678 shares of State Street Technology Select Sector SPDR ETF worth $496K as of Q2 2026.
  • Chatterton & Associates left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.29% of Chatterton & Associates's portfolio in Q2 2026, its #57 holding.
  • Chatterton & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,721 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.