DLCIG
XLK icon

D.L. Carlson Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

D.L. Carlson Investment Group’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 		$930K Buy
6,999
+770
+12% +$109K 0.16% 88
2025
Q4 		$897K Sell
6,229
-147
-2% -$21.2K 0.15% 88
2025
Q3 		$899K Sell
6,376
-21,302
-77% -$2.82M 0.15% 91
2025
Q2 		$3.5M Buy
27,678
+2,092
+8% +$232K 0.64% 47
2025
Q1 		$2.64M Buy
25,586
+18,812
+278% +$2.13M 0.51% 60
2024
Q4 		$787K Sell
6,774
-14
-0.2% -$1.63K 0.14% 99
2024
Q3 		$766K Sell
6,788
-2,098
-24% -$230K 0.14% 103
2024
Q2 		$1.01M Sell
8,886
-72
-0.8% -$7.58K 0.19% 95
2024
Q1 		$933K Buy
8,958
+134
+2% +$13.6K 0.18% 97
2023
Q4 		$902K Buy
8,824
+694
+9% +$61.8K 0.18% 96
2023
Q3 		$666K Sell
8,130
-310
-4% -$26.6K 0.13% 98
2023
Q2 		$734K Buy
8,440
+4,394
+109% +$346K 0.14% 98
2023
Q1 		$305K Buy
4,046
+140
+4% +$9.63K 0.07% 110
2022
Q4 		$243K Buy
3,906
+20
+0.5% +$1.27K 0.05% 120
2022
Q3 		$231K Buy
+3,886
New +$265K 0.05% 122
2022
Q2 		– Sell
-3,280
Closed -$261K – 153
2022
Q1 		$261K Buy
+3,280
New +$257K 0.04% 127
2020
Q4 		– Sell
-3,670
Closed -$214K – 156
2020
Q3 		$214K Sell
3,670
-1,070
-23% -$60.5K 0.05% 129
2020
Q2 		$248K Buy
+4,740
New +$223K 0.07% 120
2020
Q1 		– Sell
-6,562
Closed -$301K – 170
2019
Q4 		$301K Sell
6,562
-1,328
-17% -$56.8K 0.09% 126
2019
Q3 		$318K Sell
7,890
-128
-2% -$5.12K 0.1% 119
2019
Q2 		$313K Buy
8,018
+2
+0% +$76 0.1% 120
2019
Q1 		$297K Sell
8,016
-18
-0.2% -$616 0.09% 124
2018
Q4 		$249K Buy
8,034
+4
+0% +$135 0.08% 131
2018
Q3 		$302K Sell
8,030
-2,112
-21% -$77.5K 0.09% 122
2018
Q2 		$352K Buy
10,142
+164
+2% +$5.63K 0.11% 114
2018
Q1 		$326K Sell
9,978
-388
-4% -$13K 0.1% 111
2017
Q4 		$331K Buy
10,366
+2,918
+39% +$91.5K 0.1% 113
2017
Q3 		$220K Sell
7,448
-49,968
-87% -$1.44M 0.07% 119
2017
Q2 		$1.57M Buy
+57,416
New +$1.58M 0.46% 80

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.L. Carlson Investment Group's XLK Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, buying an estimated $109K and bringing the position to 6,999 shares worth $930K. The position accounts for 0.16% of the portfolio, ranked #88.

D.L. Carlson Investment Group first reported a position in XLK in Q2 2017 and has held it in 29 quarters since. The position peaked at $3.5M in Q2 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • D.L. Carlson Investment Group held 6,999 shares of State Street Technology Select Sector SPDR ETF worth $930K as of Q1 2026.
  • D.L. Carlson Investment Group bought 770 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
  • State Street Technology Select Sector SPDR ETF made up 0.16% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #88 holding.
  • D.L. Carlson Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
  • D.L. Carlson Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $3.5M in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.