Essex Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$813K Buy
4,265
+515
+14% +$88K 0.04% 369
2026
Q1
$498K Buy
3,750
+646
+21% +$91K 0.03% 456
2025
Q4
$447K Buy
3,104
+260
+9% +$37.5K 0.03% 473
2025
Q3
$401K Hold
2,844
– – 0.02% 490
2025
Q2
$360K Buy
+2,844
New +$316K 0.02% 493
2024
Q4
– Sell
-2,776
Closed -$322K – 663
2024
Q3
$322K Buy
2,776
+62
+2% +$6.81K 0.02% 471
2024
Q2
$278K Buy
+2,714
New +$286K 0.02% 506
2023
Q3
– Sell
-2,318
Closed -$201K – 493
2023
Q2
$201K Sell
2,318
-760
-25% -$59.9K 0.02% 453
2023
Q1
$232K Buy
+3,078
New +$212K 0.02% 436
2022
Q2
– Sell
-2,574
Closed -$205K – 529
2022
Q1
$205K Sell
2,574
-52
-2% -$4.08K 0.02% 481
2021
Q4
$228K Sell
2,626
-248
-9% -$20.4K 0.02% 440
2021
Q3
$215K Buy
2,874
+148
+5% +$11.4K 0.02% 430
2021
Q2
$201K Buy
+2,726
New +$191K 0.03% 444
2017
Q3
– Sell
-8,008
Closed -$219K – 358
2017
Q2
$219K Sell
8,008
-1,930
-19% -$53.1K 0.05% 318
2017
Q1
$265K Buy
+9,938
New +$256K 0.06% 267

Other funds holding XLK

Essex Financial Services's XLK Position: Q2 2026 in Review

Essex Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, buying an estimated $88K and bringing the position to 4,265 shares worth $813K. The position accounts for 0.04% of the portfolio, ranked #369.

Essex Financial Services first reported a position in XLK in Q1 2017 and has held it in 15 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Essex Financial Services held 4,265 shares of State Street Technology Select Sector SPDR ETF worth $813K as of Q2 2026.
  • Essex Financial Services bought 515 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $88K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #369 holding.
  • Essex Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 15 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.