Compagnie Lombard Odier SCmA’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Compagnie Lombard Odier SCmA’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	$1.65M	Buy	12,430 +4,490	+57%	+$633K	0.02%	134
2025 Q4	$1.14M	Hold	7,940	–	–	0.01%	149
2025 Q3	$1.12M	Hold	7,940	–	–	0.01%	143
2025 Q2	$1.01M	Hold	7,940	–	–	0.01%	144
2025 Q1	$820K	Hold	7,940	–	–	0.01%	175
2024 Q4	$923K	Buy	7,940 +7,780	+4,863%	+$905K	0.01%	150
2024 Q3	$18.1K	Buy	+160	New	+$17.6K	﹤0.01%	394
2024 Q2	–	Sell	-7,962	Closed	-$838K	–	494
2024 Q1	$829K	Sell	7,962 -2,594	-25%	-$262K	0.01%	165
2023 Q4	$1.02M	Buy	10,556 +2,562	+32%	+$228K	0.02%	178
2023 Q3	$655K	Sell	7,994 -1,818	-19%	-$156K	0.02%	171
2023 Q2	$853K	Buy	9,812 +3,966	+68%	+$313K	0.02%	146
2023 Q1	$441K	Hold	5,846	–	–	0.01%	211
2022 Q4	$363K	Buy	5,846 +246	+4%	+$15.6K	0.01%	227
2022 Q3	$333K	Buy	+5,600	New	+$382K	0.01%	247
2021 Q1	–	Sell	-1,000	Closed	-$65K	–	688
2020 Q4	$65K	Buy	+1,000	New	+$60.9K	﹤0.01%	413
2020 Q3	–	Sell	-3,600	Closed	-$203K	–	579
2020 Q2	$186K	Buy	3,600 +600	+20%	+$28.2K	0.01%	272
2020 Q1	$120K	Buy	+3,000	New	+$137K	0.01%	281
2017 Q4	–	Sell	-10,126	Closed	-$298K	–	725
2017 Q3	$298K	Hold	10,126	–	–	0.01%	320
2017 Q2	$277K	Buy	10,126 +5,880	+138%	+$162K	0.01%	324
2017 Q1	$114K	Sell	4,246 -180	-4%	-$4.64K	﹤0.01%	437
2016 Q4	$107K	Sell	4,426 -15,288	-78%	-$365K	﹤0.01%	514
2016 Q3	$471K	Buy	19,714 +1,288	+7%	+$29.9K	0.01%	362
2016 Q2	$399K	Sell	18,426 -1,050	-5%	-$22.8K	0.01%	376
2016 Q1	$433K	Sell	19,476 -21,202	-52%	-$438K	0.01%	361
2015 Q4	$871K	Sell	40,678 -1,500	-4%	-$32.3K	0.03%	252
2015 Q3	$833K	Buy	42,178 +5,440	+15%	+$112K	0.03%	220
2015 Q2	$760K	Buy	36,738 +1,280	+4%	+$27.3K	0.03%	253
2015 Q1	$734K	Buy	35,458 +31,900	+897%	+$665K	0.03%	264
2014 Q4	$73K	Buy	3,558 +850	+31%	+$17.2K	﹤0.01%	594
2014 Q3	$54K	Buy	2,708 +1,240	+84%	+$24.6K	﹤0.01%	721
2014 Q2	$28K	Hold	1,468	–	–	﹤0.01%	792
2014 Q1	$27K	Hold	1,468	–	–	﹤0.01%	774
2013 Q4	$26K	Buy	+1,468	New	+$24.9K	﹤0.01%	764

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

Compagnie Lombard Odier SCmA's XLK Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 57% in Q1 2026, buying an estimated $633K and bringing the position to 12,430 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #134.

Compagnie Lombard Odier SCmA first reported a position in XLK in Q4 2013 and has held it in 33 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Compagnie Lombard Odier SCmA held 12,430 shares of State Street Technology Select Sector SPDR ETF worth $1.65M as of Q1 2026.
Compagnie Lombard Odier SCmA bought 4,490 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $633K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #134 holding.
Compagnie Lombard Odier SCmA first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 33 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.