Chevy Chase Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Chevy Chase Trust’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 Q1	$2.26M	Sell	17,021 -29,434	-63%	-$4.15M	0.01%	549
2025 Q4	$6.69M	Buy	46,455 +37,213	+403%	+$5.37M	0.02%	479
2025 Q3	$1.3M	Buy	9,242 +1,936	+26%	+$256K	﹤0.01%	566
2025 Q2	$925K	Buy	7,306 +2,210	+43%	+$245K	﹤0.01%	575
2025 Q1	$526K	Sell	5,096 -54,390	-91%	-$6.17M	﹤0.01%	590
2024 Q4	$6.92M	Buy	59,486 +48,564	+445%	+$5.65M	0.02%	472
2024 Q3	$1.23M	Buy	+10,922	New	+$1.2M	﹤0.01%	557
2023 Q4	–	Sell	-6,500	Closed	-$533K	–	639
2023 Q3	$533K	Hold	6,500	–	–	﹤0.01%	575
2023 Q2	$565K	Sell	6,500 -2,476	-28%	-$195K	﹤0.01%	577
2023 Q1	$678K	Sell	8,976 -38,590	-81%	-$2.66M	﹤0.01%	574
2022 Q4	$2.96M	Buy	+47,566	New	+$3.02M	0.01%	539
2022 Q2	–	Sell	-2,852	Closed	-$227K	–	651
2022 Q1	$227K	Sell	2,852 -8,346	-75%	-$655K	﹤0.01%	632
2021 Q4	$973K	Buy	11,198 +6,230	+125%	+$513K	﹤0.01%	586
2021 Q3	$371K	Sell	4,968 -6,006	-55%	-$463K	﹤0.01%	616
2021 Q2	$810K	Buy	10,974 +2,596	+31%	+$182K	﹤0.01%	586
2021 Q1	$556K	Sell	8,378 -4,772	-36%	-$315K	﹤0.01%	596
2020 Q4	$855K	Buy	+13,150	New	+$801K	﹤0.01%	575
2020 Q1	–	Sell	-1,738	Closed	-$80K	–	1061
2019 Q4	$80K	Buy	+1,738	New	+$74.4K	﹤0.01%	752
2019 Q1	–	Sell	-4,724	Closed	-$146K	–	733
2018 Q4	$146K	Buy	+4,724	New	+$160K	﹤0.01%	662
2017 Q1	–	Sell	-26,496	Closed	-$641K	–	677
2016 Q4	$641K	Buy	+26,496	New	+$632K	﹤0.01%	576
2016 Q1	–	Sell	-24,400	Closed	-$523K	–	672
2015 Q4	$523K	Buy	+24,400	New	+$525K	﹤0.01%	587

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chevy Chase Trust's XLK Position: Q1 2026 in Review

Chevy Chase Trust reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 63% in Q1 2026, selling an estimated $4.15M and leaving 17,021 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #549.

Chevy Chase Trust first reported a position in XLK in Q4 2015 and has held it in 21 quarters since. The position peaked at $6.92M in Q4 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Chevy Chase Trust held 17,021 shares of State Street Technology Select Sector SPDR ETF worth $2.26M as of Q1 2026.
Chevy Chase Trust sold 29,434 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.15M.
State Street Technology Select Sector SPDR ETF made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #549 holding.
Chevy Chase Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 21 quarters since.
Chevy Chase Trust's State Street Technology Select Sector SPDR ETF position peaked at $6.92M in Q4 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.