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

Chesley Taft & 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 		$450K Hold
2,360
– – 0.02% 290
2026
Q1 		$314K Sell
2,360
-126
-5% -$17.8K 0.01% 318
2025
Q4 		$358K Hold
2,486
– – 0.01% 308
2025
Q3 		$350K Sell
2,486
-120
-5% -$15.9K 0.01% 296
2025
Q2 		$330K Sell
2,606
-84
-3% -$9.32K 0.01% 290
2025
Q1 		$278K Buy
2,690
+420
+19% +$47.6K 0.01% 305
2024
Q4 		$264K Hold
2,270
– – 0.01% 299
2024
Q3 		$256K Hold
2,270
– – 0.01% 301
2024
Q2 		$257K Hold
2,270
– – 0.01% 292
2024
Q1 		$236K Hold
2,270
– – 0.01% 299
2023
Q4 		$218K Buy
+2,270
New +$202K 0.01% 295
2021
Q1 		– Sell
-3,500
Closed -$228K – 293
2020
Q4 		$228K Hold
3,500
– – 0.01% 276
2020
Q3 		$204K Buy
+3,500
New +$198K 0.01% 260
2018
Q1 		– Sell
-19,978
Closed -$639K – 289
2017
Q4 		$639K Buy
19,978
+92
+0.5% +$2.88K 0.05% 208
2017
Q3 		$588K Sell
19,886
-138
-0.7% -$3.98K 0.05% 210
2017
Q2 		$548K Buy
20,024
+3,110
+18% +$85.6K 0.05% 210
2017
Q1 		$451K Buy
+16,914
New +$436K 0.04% 223

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
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

Chesley Taft & Associates's XLK Position: Q2 2026 in Review

Chesley Taft & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,360 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #290.

Chesley Taft & Associates first reported a position in XLK in Q1 2017 and has held it in 17 quarters since. The position peaked at $639K in Q4 2017. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Chesley Taft & Associates held 2,360 shares of State Street Technology Select Sector SPDR ETF worth $450K as of Q2 2026.
  • Chesley Taft & 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 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #290 holding.
  • Chesley Taft & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 17 quarters since.
  • Chesley Taft & Associates's State Street Technology Select Sector SPDR ETF position peaked at $639K in Q4 2017.
  • 754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.