Delta Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Delta Investment 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	$1.07M	Buy	8,051 +71	+0.9%	+$10K	0.19%	88
2025 Q4	$1.15M	Sell	7,980 -72	-0.9%	-$10.4K	0.2%	91
2025 Q3	$1.13M	Hold	8,052	–	–	0.2%	81
2025 Q2	$1.02M	Buy	8,052 +160	+2%	+$17.8K	0.2%	83
2025 Q1	$815K	Buy	7,892 +100	+1%	+$11.3K	0.16%	80
2024 Q4	$906K	Buy	7,792 +14	+0.2%	+$1.63K	0.18%	83
2024 Q3	$878K	Buy	7,778 +424	+6%	+$46.5K	0.18%	79
2024 Q2	$832K	Buy	7,354 +60	+0.8%	+$6.32K	0.18%	75
2024 Q1	$760K	Sell	7,294 -430	-6%	-$43.5K	0.17%	93
2023 Q4	$743K	Buy	7,724 +700	+10%	+$62.3K	0.18%	75
2023 Q3	$576K	Sell	7,024 -226	-3%	-$19.4K	0.16%	79
2023 Q2	$630K	Sell	7,250 -298	-4%	-$23.5K	0.17%	77
2023 Q1	$570K	Buy	7,548 +186	+3%	+$12.8K	0.16%	82
2022 Q4	$458K	Buy	7,362 +308	+4%	+$19.6K	0.15%	97
2022 Q3	$419K	Buy	7,054 +114	+2%	+$7.78K	0.18%	87
2022 Q2	$441K	Buy	6,940 +16	+0.2%	+$1.11K	0.2%	82
2022 Q1	$550K	Buy	6,924 +14	+0.2%	+$1.1K	0.16%	73
2021 Q4	$601K	Buy	6,910 +12	+0.2%	+$988	0.17%	90
2021 Q3	$515K	Sell	6,898 -254	-4%	-$19.6K	0.16%	98
2021 Q2	$528K	Buy	7,152 +278	+4%	+$19.5K	0.16%	99
2021 Q1	$456K	Sell	6,874 -21,228	-76%	-$1.4M	0.15%	103
2020 Q4	$1.83M	Buy	28,102 +4,378	+18%	+$267K	0.59%	57
2020 Q3	$1.38M	Buy	23,724 +6,212	+35%	+$351K	0.75%	30
2020 Q2	$914K	Buy	17,512 +4,964	+40%	+$234K	0.38%	62
2020 Q1	$504K	Buy	12,548 +5,054	+67%	+$231K	0.39%	38
2019 Q4	$343K	Sell	7,494 -17,248	-70%	-$738K	0.12%	90
2019 Q3	$996K	Buy	24,742 +18,006	+267%	+$720K	0.52%	51
2019 Q2	$262K	Buy	6,736 +24	+0.4%	+$915	0.15%	71
2019 Q1	$248K	Buy	6,712 +22	+0.3%	+$753	0.22%	46
2018 Q4	$207K	Buy	+6,690	New	+$226K	0.2%	32

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

Delta Investment Management's XLK Position: Q1 2026 in Review

Delta Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.89% in Q1 2026, buying an estimated $10K and bringing the position to 8,051 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #88.

Delta Investment Management first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.83M in Q4 2020. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Delta Investment Management held 8,051 shares of State Street Technology Select Sector SPDR ETF worth $1.07M as of Q1 2026.
Delta Investment Management bought 71 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $10K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Delta Investment Management's portfolio in Q1 2026, its #88 holding.
Delta Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Delta Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.83M in Q4 2020.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.