Chatterton & Associates
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
Q3 		$533K Buy
2,725
+47
+2% +$8.68K 0.24% 59
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Chatterton & Associates's XLK Position: Q3 2026 in Review

Chatterton & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q3 2026, buying an estimated $8.68K and bringing the position to 2,725 shares worth $533K. The position accounts for 0.24% of the portfolio, ranked #59.

Chatterton & Associates first reported a position in XLK in Q4 2025 and has held it in 4 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Chatterton & Associates held 2,725 shares of State Street Technology Select Sector SPDR ETF worth $533K as of Q3 2026.
  • Chatterton & Associates bought 47 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $8.68K.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of Chatterton & Associates's portfolio in Q3 2026, its #59 holding.
  • Chatterton & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.