Edgemoor Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Edgemoor Investment 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 Q1	$237K	Hold	1,780	–	–	0.02%	159
2025 Q4	$256K	Sell	1,780 -10	-0.6%	-$1.44K	0.02%	156
2025 Q3	$252K	Hold	1,790	–	–	0.02%	170
2025 Q2	$227K	Buy	+1,790	New	+$199K	0.02%	162
2025 Q1	–	Sell	-1,790	Closed	-$208K	–	171
2024 Q4	$208K	Sell	1,790 -1,410	-44%	-$164K	0.02%	163
2024 Q3	$361K	Buy	3,200 +1,410	+79%	+$155K	0.03%	127
2024 Q2	$202K	Buy	+1,790	New	+$188K	0.02%	160

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

Edgemoor Investment Advisors's XLK Position: Q1 2026 in Review

Edgemoor Investment Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,780 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #159.

Edgemoor Investment Advisors first reported a position in XLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $361K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Edgemoor Investment Advisors held 1,780 shares of State Street Technology Select Sector SPDR ETF worth $237K as of Q1 2026.
Edgemoor Investment Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #159 holding.
Edgemoor Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Edgemoor Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $361K in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.