Colony Family Offices’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Colony Family Offices’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	$11M	Hold	57,792	–	–	2.42%	10
2026 Q1	$7.68M	Sell	57,792 -1,390	-2%	-$196K	1.89%	12
2025 Q4	$8.52M	Hold	59,182	–	–	2.13%	10
2025 Q3	$8.34M	Hold	59,182	–	–	2.16%	10
2025 Q2	$7.49M	Hold	59,182	–	–	1.94%	12
2025 Q1	$6.11M	Buy	59,182 +1,060	+2%	+$120K	1.91%	13
2024 Q4	$6.76M	Hold	58,122	–	–	2.12%	12
2024 Q3	$6.56M	Sell	58,122 -2,146	-4%	-$236K	2.04%	12
2024 Q2	$6.82M	Hold	60,268	–	–	2.19%	10
2024 Q1	$6.28M	Hold	60,268	–	–	2.03%	10
2023 Q4	$5.8M	Buy	+60,268	New	+$5.37M	2.01%	10
2023 Q2	–	Sell	-12,000	Closed	-$906K	–	95
2023 Q1	$906K	Buy	+12,000	New	+$826K	0.35%	34

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

Colony Family Offices's XLK Position: Q2 2026 in Review

Colony Family Offices held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 57,792 shares worth $11M. The position accounts for 2.42% of the portfolio, ranked #10.

Colony Family Offices first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Colony Family Offices held 57,792 shares of State Street Technology Select Sector SPDR ETF worth $11M as of Q2 2026.
Colony Family Offices left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 2.42% of Colony Family Offices's portfolio in Q2 2026, its #10 holding.
Colony Family Offices first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.