Davidson Trust Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Davidson Trust Company’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	$319K	Hold	1,672	–	–	0.12%	149
2026 Q1	$222K	Hold	1,672	–	–	0.1%	168
2025 Q4	$241K	Hold	1,672	–	–	0.1%	159
2025 Q3	$236K	Hold	1,672	–	–	0.1%	159
2025 Q2	$212K	Buy	+1,672	New	+$186K	0.1%	155

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Davidson Trust Company's XLK Position: Q2 2026 in Review

Davidson Trust Company held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,672 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #149.

Davidson Trust Company first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Davidson Trust Company held 1,672 shares of State Street Technology Select Sector SPDR ETF worth $319K as of Q2 2026.
Davidson Trust Company left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of Davidson Trust Company's portfolio in Q2 2026, its #149 holding.
Davidson Trust Company first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.