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

Crew Capital Management’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	$5.91M	Sell	44,501 -1,125	-2%	-$159K	3.92%	5
2025 Q4	$6.57M	Sell	45,626 -86	-0.2%	-$12.4K	4.13%	4
2025 Q3	$6.44M	Sell	45,712 -918	-2%	-$122K	4.31%	4
2025 Q2	$5.9M	Buy	46,630 +18,620	+66%	+$2.07M	4.23%	4
2025 Q1	$2.89M	Buy	28,010 +310	+1%	+$35.1K	2.36%	5
2024 Q4	$3.22M	Sell	27,700 -1,664	-6%	-$194K	2.67%	5
2024 Q3	$3.31M	Sell	29,364 -2,552	-8%	-$280K	2.65%	6
2024 Q2	$3.61M	Sell	31,916 -3,480	-10%	-$366K	2.89%	8
2024 Q1	$3.69M	Sell	35,396 -20,006	-36%	-$2.02M	2.99%	7
2023 Q4	$5.33M	Sell	55,402 -200	-0.4%	-$17.8K	5.43%	4
2023 Q3	$4.56M	Buy	55,602 +12,766	+30%	+$1.09M	4.91%	6
2023 Q2	$3.72M	Buy	42,836 +26,578	+163%	+$2.09M	4.23%	6
2023 Q1	$1.23M	Buy	16,258 +3,352	+26%	+$231K	1.76%	16
2022 Q4	$803K	Sell	12,906 -3,750	-23%	-$238K	1.15%	19
2022 Q3	$989K	Sell	16,656 -98	-0.6%	-$6.69K	1.35%	21
2022 Q2	$1.06M	Sell	16,754 -270	-2%	-$18.8K	1.34%	22
2022 Q1	$1.35M	Sell	17,024 -700	-4%	-$55K	1.3%	21
2021 Q4	$1.54M	Sell	17,724 -30	-0.2%	-$2.47K	1.3%	24
2021 Q3	$1.33M	Hold	17,754	–	–	1.23%	23
2021 Q2	$1.31M	Sell	17,754 -400	-2%	-$28K	1.22%	23
2021 Q1	$1.21M	Buy	+18,154	New	+$1.2M	1.2%	24

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

Crew Capital Management's XLK Position: Q1 2026 in Review

Crew Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q1 2026, selling an estimated $159K and leaving 44,501 shares worth $5.91M. The position accounts for 3.92% of the portfolio, ranked #5.

Crew Capital Management first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.57M in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Crew Capital Management held 44,501 shares of State Street Technology Select Sector SPDR ETF worth $5.91M as of Q1 2026.
Crew Capital Management sold 1,125 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $159K.
State Street Technology Select Sector SPDR ETF made up 3.92% of Crew Capital Management's portfolio in Q1 2026, its #5 holding.
Crew Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Crew Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $6.57M in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.