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

Eldridge 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	$1.05M	Hold	7,897	–	–	0.23%	68
2025 Q4	$1.14M	Buy	7,897 +1	+0%	+$144	0.25%	68
2025 Q3	$1.11M	Sell	7,896 -50	-0.6%	-$6.62K	0.25%	70
2025 Q2	$1.01M	Sell	7,946 -80	-1%	-$8.88K	0.21%	78
2025 Q1	$829K	Hold	8,026	–	–	0.19%	84
2024 Q4	$933K	Hold	8,026	–	–	0.22%	84
2024 Q3	$906K	Sell	8,026 -352	-4%	-$38.6K	0.21%	83
2024 Q2	$948K	Hold	8,378	–	–	0.24%	81
2024 Q1	$872K	Buy	8,378 +2	+0%	+$202	0.22%	85
2023 Q4	$806K	Hold	8,376	–	–	0.21%	87
2023 Q3	$687K	Sell	8,376 -424	-5%	-$36.4K	0.23%	77
2023 Q2	$765K	Sell	8,800 -74	-0.8%	-$5.83K	0.25%	68
2023 Q1	$670K	Sell	8,874 -198	-2%	-$13.6K	0.23%	71
2022 Q4	$565K	Sell	9,072 -790	-8%	-$50.2K	0.2%	71
2022 Q3	$586K	Sell	9,862 -170	-2%	-$11.6K	0.23%	69
2022 Q2	$638K	Sell	10,032 -450	-4%	-$31.3K	0.24%	65
2022 Q1	$833K	Hold	10,482	–	–	0.28%	58
2021 Q4	$911K	Hold	10,482	–	–	0.3%	58
2021 Q3	$783K	Buy	10,482 +70	+0.7%	+$5.4K	0.28%	55
2021 Q2	$769K	Buy	10,412 +80	+0.8%	+$5.6K	0.28%	56
2021 Q1	$686K	Sell	10,332 -26	-0.3%	-$1.72K	0.26%	55
2020 Q4	$673K	Hold	10,358	–	–	0.28%	51
2020 Q3	$604K	Hold	10,358	–	–	0.28%	48
2020 Q2	$541K	Buy	10,358 +1,764	+21%	+$83K	0.27%	54
2020 Q1	$345K	Buy	8,594 +370	+4%	+$16.9K	0.2%	63
2019 Q4	$377K	Hold	8,224	–	–	0.18%	69
2019 Q3	$331K	Sell	8,224 -770	-9%	-$30.8K	0.17%	68
2019 Q2	$351K	Hold	8,994	–	–	0.19%	62
2019 Q1	$333K	Hold	8,994	–	–	0.18%	60
2018 Q4	$279K	Buy	8,994 +2,100	+30%	+$71K	0.17%	60
2018 Q3	$259K	Hold	6,894	–	–	0.17%	58
2018 Q2	$239K	Hold	6,894	–	–	0.17%	56
2018 Q1	$225K	Hold	6,894	–	–	0.17%	57
2017 Q4	$223K	Buy	+6,894	New	+$216K	0.17%	51

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

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

Eldridge Investment Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 7,897 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #68.

Eldridge Investment Advisors first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.14M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Eldridge Investment Advisors held 7,897 shares of State Street Technology Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Eldridge 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 0.23% of Eldridge Investment Advisors's portfolio in Q1 2026, its #68 holding.
Eldridge Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Eldridge Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.14M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.