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

Clearstead 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 Q2	$497K	Hold	2,610	–	–	0.07%	111
2026 Q1	$347K	Hold	2,610	–	–	0.06%	141
2025 Q4	$376K	Hold	2,610	–	–	0.06%	136
2025 Q3	$368K	Hold	2,610	–	–	0.06%	129
2025 Q2	$330K	Sell	2,610 -492	-16%	-$54.6K	0.06%	132
2025 Q1	$320K	Buy	3,102 +494	+19%	+$56K	0.07%	121
2024 Q4	$303K	Hold	2,608	–	–	0.07%	120
2024 Q3	$294K	Sell	2,608 -240	-8%	-$26.3K	0.07%	110
2024 Q2	$322K	Hold	2,848	–	–	0.08%	100
2024 Q1	$297K	Hold	2,848	–	–	0.08%	111
2023 Q4	$274K	Buy	2,848 +848	+42%	+$75.5K	0.07%	136
2023 Q3	$164K	Hold	2,000	–	–	0.05%	141
2023 Q2	$151K	Hold	2,000	–	–	0.05%	152
2023 Q1	$151K	Hold	2,000	–	–	0.05%	153
2022 Q4	$124K	Hold	2,000	–	–	0.04%	170
2022 Q3	$119K	Hold	2,000	–	–	0.04%	170
2022 Q2	$127K	Hold	2,000	–	–	0.1%	97
2022 Q1	$159K	Hold	2,000	–	–	0.1%	96
2021 Q4	$174K	Hold	2,000	–	–	0.1%	99
2021 Q3	$149K	Hold	2,000	–	–	0.09%	101
2021 Q2	$148K	Buy	+2,000	New	+$140K	0.1%	100
2021 Q1	–	Sell	-2,000	Closed	-$130K	–	176
2020 Q4	$130K	Hold	2,000	–	–	0.08%	108
2020 Q3	$117K	Hold	2,000	–	–	0.09%	99
2020 Q2	$104K	Hold	2,000	–	–	0.09%	100
2020 Q1	$80K	Hold	2,000	–	–	0.07%	109
2019 Q4	$92K	Hold	2,000	–	–	0.07%	118
2019 Q3	$81K	Hold	2,000	–	–	0.06%	117
2019 Q2	$78K	Hold	2,000	–	–	0.06%	118
2019 Q1	$74K	Hold	2,000	–	–	0.06%	120
2018 Q4	$62K	Buy	+2,000	New	+$67.7K	0.06%	133

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

Clearstead Trust's XLK Position: Q2 2026 in Review

Clearstead Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,610 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #111.

Clearstead Trust first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Clearstead Trust held 2,610 shares of State Street Technology Select Sector SPDR ETF worth $497K as of Q2 2026.
Clearstead Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Clearstead Trust's portfolio in Q2 2026, its #111 holding.
Clearstead Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.