Cheviot Value Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cheviot Value Management’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	$326K	Hold	1,712	–	–	0.03%	115
2026 Q1	$228K	Hold	1,712	–	–	0.02%	123
2025 Q4	$255K	Hold	1,712	–	–	0.03%	120
2025 Q3	$258K	Hold	1,712	–	–	0.03%	122
2025 Q2	$228K	Hold	1,712	–	–	0.03%	110
2025 Q1	$184K	Buy	+1,712	New	+$194K	0.02%	112

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

Cheviot Value Management's XLK Position: Q2 2026 in Review

Cheviot Value Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,712 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #115.

Cheviot Value Management first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cheviot Value Management held 1,712 shares of State Street Technology Select Sector SPDR ETF worth $326K as of Q2 2026.
Cheviot Value Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Cheviot Value Management's portfolio in Q2 2026, its #115 holding.
Cheviot Value Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.