Crescent Grove Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Crescent Grove Advisors’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	$448K	Buy	3,367 +1,510	+81%	+$213K	0.04%	190
2025 Q4	$267K	Buy	1,857 +1	+0.1%	+$144	0.02%	249
2025 Q3	$262K	Hold	1,856	–	–	0.02%	255
2025 Q2	$235K	Buy	+1,856	New	+$206K	0.02%	252
2025 Q1	–	Sell	-1,856	Closed	-$216K	–	289
2024 Q4	$216K	Sell	1,856 -30	-2%	-$3.49K	0.02%	258
2024 Q3	$213K	Buy	1,886 +2	+0.1%	+$220	0.02%	260
2024 Q2	$213K	Buy	+1,884	New	+$198K	0.02%	260
2023 Q4	–	Sell	-2,524	Closed	-$207K	–	297
2023 Q3	$207K	Buy	+2,524	New	+$216K	0.03%	257
2022 Q3	–	Sell	-16,464	Closed	-$1.05M	–	279
2022 Q2	$1.05M	Sell	16,464 -184	-1%	-$12.8K	0.11%	100
2022 Q1	$1.32M	Sell	16,648 -3,186	-16%	-$250K	0.13%	89
2021 Q4	$1.72M	Hold	19,834	–	–	0.16%	72
2021 Q3	$1.48M	Sell	19,834 -1,564	-7%	-$121K	0.16%	76
2021 Q2	$1.58M	Buy	21,398 +2	+0%	+$140	0.17%	72
2021 Q1	$1.42M	Sell	21,396 -36	-0.2%	-$2.38K	0.17%	66
2020 Q4	$1.39M	Buy	21,432 +100	+0.5%	+$6.09K	0.18%	59
2020 Q3	$1.25M	Buy	21,332 +800	+4%	+$45.2K	0.25%	50
2020 Q2	$1.07M	Buy	+20,532	New	+$966K	0.23%	55

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

Crescent Grove Advisors's XLK Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 81% in Q1 2026, buying an estimated $213K and bringing the position to 3,367 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #190.

Crescent Grove Advisors first reported a position in XLK in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2021. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Crescent Grove Advisors held 3,367 shares of State Street Technology Select Sector SPDR ETF worth $448K as of Q1 2026.
Crescent Grove Advisors bought 1,510 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $213K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #190 holding.
Crescent Grove Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 17 quarters since.
Crescent Grove Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.72M in Q4 2021.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.