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

Equitable 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	$2.54M	Hold	13,340	–	–	0.11%	146
2026 Q1	$1.77M	Sell	13,340 -864	-6%	-$122K	0.08%	163
2025 Q4	$2.04M	Hold	14,204	–	–	0.09%	156
2025 Q3	$2M	Sell	14,204 -72	-0.5%	-$9.54K	0.09%	155
2025 Q2	$1.81M	Sell	14,276 -2,256	-14%	-$250K	0.09%	164
2025 Q1	$1.71M	Hold	16,532	–	–	0.09%	165
2024 Q4	$1.92M	Sell	16,532 -144	-0.9%	-$16.8K	0.11%	152
2024 Q3	$1.88M	Hold	16,676	–	–	0.12%	145
2024 Q2	$1.89M	Hold	16,676	–	–	0.13%	139
2024 Q1	$1.74M	Sell	16,676 -96	-0.6%	-$9.71K	0.12%	141
2023 Q4	$1.61M	Hold	16,772	–	–	0.12%	137
2023 Q3	$1.37M	Buy	16,772 +240	+1%	+$20.6K	0.11%	142
2023 Q2	$1.44M	Hold	16,532	–	–	0.11%	142
2023 Q1	$1.25M	Hold	16,532	–	–	0.1%	152
2022 Q4	$1.03M	Hold	16,532	–	–	0.08%	172
2022 Q3	$982K	Hold	16,532	–	–	0.08%	171
2022 Q2	$1.05M	Buy	16,532 +80	+0.5%	+$5.57K	0.08%	173
2022 Q1	$1.31M	Hold	16,452	–	–	0.08%	155
2021 Q4	$1.43M	Buy	+16,452	New	+$1.35M	0.09%	155
2021 Q1	–	Sell	-8,840	Closed	-$575K	–	382
2020 Q4	$575K	Sell	8,840 -3,948	-31%	-$240K	0.04%	236
2020 Q3	$746K	Buy	12,788 +1,388	+12%	+$78.4K	0.06%	191
2020 Q2	$596K	Buy	+11,400	New	+$536K	0.05%	201

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

Equitable Trust's XLK Position: Q2 2026 in Review

Equitable Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 13,340 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #146.

Equitable Trust first reported a position in XLK in Q2 2020 and has held it in 22 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Equitable Trust held 13,340 shares of State Street Technology Select Sector SPDR ETF worth $2.54M as of Q2 2026.
Equitable Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Equitable Trust's portfolio in Q2 2026, its #146 holding.
Equitable Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.