Courier Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Courier Capital’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	$3.56M	Sell	18,675 -601	-3%	-$103K	0.18%	121
2026 Q1	$2.56M	Sell	19,276 -5,431	-22%	-$765K	0.14%	140
2025 Q4	$3.56M	Sell	24,707 -907	-4%	-$131K	0.2%	111
2025 Q3	$3.61M	Sell	25,614 -884	-3%	-$117K	0.21%	108
2025 Q2	$3.35M	Buy	26,498 +16,780	+173%	+$1.86M	0.2%	109
2025 Q1	$1M	Buy	9,718 +5,656	+139%	+$641K	0.07%	205
2024 Q4	$472K	Hold	4,062	–	–	0.03%	264
2024 Q3	$459K	Hold	4,062	–	–	0.03%	256
2024 Q2	$459K	Buy	4,062 +390	+11%	+$41.1K	0.04%	233
2024 Q1	$382K	Hold	3,672	–	–	0.03%	270
2023 Q4	$353K	Hold	3,672	–	–	0.03%	275
2023 Q3	$301K	Sell	3,672 -348	-9%	-$29.8K	0.03%	285
2023 Q2	$349K	Hold	4,020	–	–	0.03%	285
2023 Q1	$304K	Hold	4,020	–	–	0.03%	227
2022 Q4	$250K	Buy	4,020 +100	+3%	+$6.35K	0.03%	252
2022 Q3	$233K	Hold	3,920	–	–	0.03%	251
2022 Q2	$249K	Sell	3,920 -9,000	-70%	-$627K	0.03%	249
2022 Q1	$1.03M	Hold	12,920	–	–	0.1%	130
2021 Q4	$1.12M	Sell	12,920 -120	-0.9%	-$9.88K	0.1%	127
2021 Q3	$974K	Sell	13,040 -560	-4%	-$43.2K	0.09%	136
2021 Q2	$1M	Hold	13,600	–	–	0.1%	136
2021 Q1	$903K	Hold	13,600	–	–	0.09%	134
2020 Q4	$884K	Hold	13,600	–	–	0.1%	129
2020 Q3	$827K	Sell	13,600 -2,450	-15%	-$138K	0.1%	124
2020 Q2	$845K	Sell	16,050 -550	-3%	-$25.9K	0.11%	118
2020 Q1	$698K	Hold	16,600	–	–	0.1%	119
2019 Q4	$785K	Hold	16,600	–	–	0.09%	127
2019 Q3	$658K	Sell	16,600 -468	-3%	-$18.7K	0.09%	137
2019 Q2	$666K	Hold	17,068	–	–	0.09%	142
2019 Q1	$632K	Hold	17,068	–	–	0.08%	144
2018 Q4	$529K	Hold	17,068	–	–	0.08%	152
2018 Q3	$643K	Hold	17,068	–	–	0.08%	156
2018 Q2	$593K	Sell	17,068 -1,000	-6%	-$34.3K	0.08%	158
2018 Q1	$591K	Hold	18,068	–	–	0.08%	148
2017 Q4	$578K	Hold	18,068	–	–	0.07%	151
2017 Q3	$534K	Hold	18,068	–	–	0.07%	146
2017 Q2	$494K	Hold	18,068	–	–	0.08%	146
2017 Q1	$482K	Sell	18,068 -386	-2%	-$9.95K	0.08%	148
2016 Q4	$446K	Buy	18,454 +386	+2%	+$9.21K	0.09%	155
2016 Q3	$432K	Hold	18,068	–	–	0.09%	159
2016 Q2	$392K	Sell	18,068 -2,056	-10%	-$44.6K	0.08%	177
2016 Q1	$446K	Hold	20,124	–	–	0.09%	150
2015 Q4	$431K	Hold	20,124	–	–	0.09%	155
2015 Q3	$397K	Hold	20,124	–	–	0.09%	161
2015 Q2	$417K	Hold	20,124	–	–	0.08%	167
2015 Q1	$417K	Hold	20,124	–	–	0.08%	176
2014 Q4	$416K	Hold	20,124	–	–	0.08%	173
2014 Q3	$401K	Hold	20,124	–	–	0.08%	178
2014 Q2	$386K	Sell	20,124 -1,600	-7%	-$29.6K	0.08%	188
2014 Q1	$395K	Sell	21,724 -132	-0.6%	-$2.36K	0.08%	179
2013 Q4	$391K	Hold	21,856	–	–	0.08%	181
2013 Q3	$350K	Sell	21,856 -2,868	-12%	-$45.7K	0.08%	191
2013 Q2	$378K	Buy	+24,724	New	+$383K	0.09%	164

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Courier Capital's XLK Position: Q2 2026 in Review

Courier Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.1% in Q2 2026, selling an estimated $103K and leaving 18,675 shares worth $3.56M. The position accounts for 0.18% of the portfolio, ranked #121.

Courier Capital first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.61M in Q3 2025. 1,331 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Courier Capital held 18,675 shares of State Street Technology Select Sector SPDR ETF worth $3.56M as of Q2 2026.
Courier Capital sold 601 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Courier Capital's portfolio in Q2 2026, its #121 holding.
Courier Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Courier Capital's State Street Technology Select Sector SPDR ETF position peaked at $3.61M in Q3 2025.
1,331 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.