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

Essex Financial Services’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	$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

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

Essex Financial Services's XLK Position: Q1 2026 in Review

Essex Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q1 2026, buying an estimated $91K and bringing the position to 3,750 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #456.

Essex Financial Services first reported a position in XLK in Q1 2017 and has held it in 14 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Essex Financial Services held 3,750 shares of State Street Technology Select Sector SPDR ETF worth $498K as of Q1 2026.
Essex Financial Services bought 646 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $91K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #456 holding.
Essex Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 14 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.