Clean Yield Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clean Yield Group’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	$253K	Hold	1,904	–	–	0.07%	123
2025 Q4	$274K	Hold	1,904	–	–	0.08%	119
2025 Q3	$268K	Hold	1,904	–	–	0.08%	116
2025 Q2	$241K	Hold	1,904	–	–	0.07%	115
2025 Q1	$197K	Hold	1,904	–	–	0.06%	128
2024 Q4	$221K	Hold	1,904	–	–	0.07%	127
2024 Q3	$215K	Hold	1,904	–	–	0.07%	125
2024 Q2	$215K	Hold	1,904	–	–	0.08%	120
2024 Q1	$198K	Sell	1,904 -200	-10%	-$20.2K	0.08%	126
2023 Q4	$202K	Hold	2,104	–	–	0.09%	121
2023 Q3	$180K	Hold	2,104	–	–	0.08%	122
2023 Q2	$183K	Hold	2,104	–	–	0.08%	123
2023 Q1	$159K	Sell	2,104 -1,400	-40%	-$96.3K	0.07%	138
2022 Q4	$218K	Buy	3,504 +600	+21%	+$38.1K	0.09%	125
2022 Q3	$172K	Hold	2,904	–	–	0.08%	136
2022 Q2	$185K	Sell	2,904 -200	-6%	-$13.9K	0.08%	141
2022 Q1	$247K	Sell	3,104 -378	-11%	-$29.7K	0.09%	130
2021 Q4	$303K	Sell	3,482 -200	-5%	-$16.5K	0.1%	128
2021 Q3	$275K	Buy	3,682 +1,552	+73%	+$120K	0.09%	131
2021 Q2	$157K	Buy	+2,130	New	+$149K	0.05%	163
2021 Q1	–	Sell	-1,354	Closed	-$88K	–	390
2020 Q4	$88K	Buy	+1,354	New	+$82.5K	0.03%	199

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

Clean Yield Group's XLK Position: Q1 2026 in Review

Clean Yield Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,904 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #123.

Clean Yield Group first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $303K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Clean Yield Group held 1,904 shares of State Street Technology Select Sector SPDR ETF worth $253K as of Q1 2026.
Clean Yield Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Clean Yield Group's portfolio in Q1 2026, its #123 holding.
Clean Yield Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Clean Yield Group's State Street Technology Select Sector SPDR ETF position peaked at $303K in Q4 2021.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.