Douglass Winthrop Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Douglass Winthrop Advisors’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	$604K	Hold	3,172	–	–	0.01%	209
2026 Q1	$422K	Hold	3,172	–	–	0.01%	222
2025 Q4	$457K	Hold	3,172	–	–	0.01%	220
2025 Q3	$447K	Hold	3,172	–	–	0.01%	217
2025 Q2	$402K	Hold	3,172	–	–	0.01%	210
2025 Q1	$327K	Sell	3,172 -46	-1%	-$5.21K	0.01%	231
2024 Q4	$374K	Hold	3,218	–	–	0.01%	229
2024 Q3	$363K	Sell	3,218 -226	-7%	-$24.8K	0.01%	225
2024 Q2	$390K	Buy	3,444 +1,426	+71%	+$150K	0.01%	214
2024 Q1	$210K	Buy	+2,018	New	+$204K	﹤0.01%	271
2018 Q3	–	Sell	-6,914	Closed	-$240K	–	291
2018 Q2	$240K	Hold	6,914	–	–	0.01%	261
2018 Q1	$226K	Hold	6,914	–	–	0.01%	256
2017 Q4	$221K	Hold	6,914	–	–	0.01%	230
2017 Q3	$204K	Buy	+6,914	New	+$199K	0.01%	245
2015 Q3	–	Sell	-11,612	Closed	-$241K	–	261
2015 Q2	$241K	Hold	11,612	–	–	0.02%	233
2015 Q1	$241K	Buy	+11,612	New	+$242K	0.02%	233

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

Douglass Winthrop Advisors's XLK Position: Q2 2026 in Review

Douglass Winthrop Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,172 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #209.

Douglass Winthrop Advisors first reported a position in XLK in Q1 2015 and has held it in 16 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Douglass Winthrop Advisors held 3,172 shares of State Street Technology Select Sector SPDR ETF worth $604K as of Q2 2026.
Douglass Winthrop Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #209 holding.
Douglass Winthrop Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 16 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.