DT
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Diversified Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Diversified Trust’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 		$1.17M Buy
6,136
+860
+16% +$147K 0.02% 448
2026
Q1 		$701K Hold
5,276
– – 0.01% 577
2025
Q4 		$760K Hold
5,276
– – 0.01% 528
2025
Q3 		$744K Buy
5,276
+2,800
+113% +$371K 0.01% 493
2025
Q2 		$313K Hold
2,476
– – 0.01% 738
2025
Q1 		$256K Sell
2,476
-480
-16% -$54.4K 0.01% 780
2024
Q4 		$344K Buy
+2,956
New +$344K 0.01% 711

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's XLK Position: Q2 2026 in Review

Diversified Trust increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, buying an estimated $147K and bringing the position to 6,136 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #448.

Diversified Trust first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Diversified Trust held 6,136 shares of State Street Technology Select Sector SPDR ETF worth $1.17M as of Q2 2026.
  • Diversified Trust bought 860 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #448 holding.
  • Diversified Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 816 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.