Clifford Swan Investment Counsel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clifford Swan Investment Counsel’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	$8.81M	Buy	66,256 +2	+0%	+$282	0.3%	90
2025 Q4	$9.54M	Sell	66,254 -950	-1%	-$137K	0.32%	84
2025 Q3	$9.47M	Buy	67,204 +950	+1%	+$126K	0.32%	84
2025 Q2	$8.39M	Sell	66,254 -6,072	-8%	-$674K	0.3%	85
2025 Q1	$7.47M	Buy	72,326 +72	+0.1%	+$8.16K	0.28%	90
2024 Q4	$8.4M	Hold	72,254	–	–	0.3%	83
2024 Q3	$8.16M	Hold	72,254	–	–	0.29%	86
2024 Q2	$8.17M	Sell	72,254 -1,016	-1%	-$107K	0.31%	85
2024 Q1	$7.63M	Hold	73,270	–	–	0.28%	92
2023 Q4	$7.05M	Hold	73,270	–	–	0.27%	92
2023 Q3	$6.01M	Sell	73,270 -850	-1%	-$72.9K	0.25%	96
2023 Q2	$6.44M	Hold	74,120	–	–	0.26%	97
2023 Q1	$5.6M	Sell	74,120 -350	-0.5%	-$24.1K	0.23%	105
2022 Q4	$4.63M	Hold	74,470	–	–	0.2%	111
2022 Q3	$4.42M	Hold	74,470	–	–	0.21%	110
2022 Q2	$4.73M	Hold	74,470	–	–	0.2%	108
2022 Q1	$5.92M	Hold	74,470	–	–	0.22%	106
2021 Q4	$6.47M	Hold	74,470	–	–	0.23%	106
2021 Q3	$6.01M	Hold	74,470	–	–	0.22%	104
2021 Q2	$5.74M	Sell	74,470 -260	-0.3%	-$18.2K	0.22%	106
2021 Q1	$4.96M	Hold	74,730	–	–	0.2%	107
2020 Q4	$4.86M	Sell	74,730 -318	-0.4%	-$19.4K	0.21%	106
2020 Q3	$4.38M	Hold	75,048	–	–	0.21%	103
2020 Q2	$3.92M	Buy	75,048 +1,618	+2%	+$76.1K	0.2%	105
2020 Q1	$2.95M	Hold	73,430	–	–	0.18%	112
2019 Q4	$3.37M	Hold	73,430	–	–	0.16%	113
2019 Q3	$2.96M	Buy	73,430 +1,000	+1%	+$40K	0.15%	113
2019 Q2	$2.83M	Hold	72,430	–	–	0.15%	113
2019 Q1	$2.68M	Hold	72,430	–	–	0.14%	115
2018 Q4	$2.25M	Hold	72,430	–	–	0.14%	118
2018 Q3	$2.73M	Buy	72,430 +1,000	+1%	+$36.7K	0.14%	116
2018 Q2	$2.48M	Buy	71,430 +3,000	+4%	+$103K	0.14%	118
2018 Q1	$2.24M	Hold	68,430	–	–	0.13%	120
2017 Q4	$2.19M	Buy	68,430 +60,000	+712%	+$1.88M	0.12%	126
2017 Q3	$249K	Hold	8,430	–	–	0.02%	281
2017 Q2	$231K	Hold	8,430	–	–	0.01%	291
2017 Q1	$225K	Hold	8,430	–	–	0.01%	273
2016 Q4	$204K	Hold	8,430	–	–	0.01%	265
2016 Q3	$201K	Buy	+8,430	New	+$196K	0.01%	270

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Clifford Swan Investment Counsel's XLK Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0% in Q1 2026, buying an estimated $282 and bringing the position to 66,256 shares worth $8.81M. The position accounts for 0.3% of the portfolio, ranked #90.

Clifford Swan Investment Counsel first reported a position in XLK in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.54M in Q4 2025. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Clifford Swan Investment Counsel held 66,256 shares of State Street Technology Select Sector SPDR ETF worth $8.81M as of Q1 2026.
Clifford Swan Investment Counsel bought 2 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $282.
State Street Technology Select Sector SPDR ETF made up 0.3% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #90 holding.
Clifford Swan Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
Clifford Swan Investment Counsel's State Street Technology Select Sector SPDR ETF position peaked at $9.54M in Q4 2025.
2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.