Evanson Asset Management’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
Q1
$4.87M Buy
36,630
+46
+0.1% +$6.48K 0.26% 44
2025
Q4
$5.27M Buy
36,584
+46
+0.1% +$6.64K 0.28% 43
2025
Q3
$5.15M Buy
36,538
+26
+0.1% +$3.44K 0.29% 40
2025
Q2
$4.62M Buy
36,512
+20
+0.1% +$2.22K 0.29% 41
2025
Q1
$3.77M Buy
36,492
+36
+0.1% +$4.08K 0.27% 44
2024
Q4
$4.24M Sell
36,456
-168
-0.5% -$19.5K 0.29% 42
2024
Q3
$4.13M Buy
36,624
+284
+0.8% +$31.2K 0.29% 43
2024
Q2
$4.11M Buy
36,340
+1,584
+5% +$167K 0.3% 42
2024
Q1
$3.62M Buy
34,756
+2
+0% +$202 0.27% 45
2023
Q4
$3.34M Sell
34,754
-178
-0.5% -$15.8K 0.27% 45
2023
Q3
$2.86M Sell
34,932
-50
-0.1% -$4.29K 0.26% 44
2023
Q2
$3.04M Buy
34,982
+52
+0.1% +$4.1K 0.28% 38
2023
Q1
$2.64M Sell
34,930
-4,502
-11% -$310K 0.26% 44
2022
Q4
$2.45M Buy
39,432
+2
+0% +$127 0.26% 46
2022
Q3
$2.34M Buy
39,430
+180
+0.5% +$12.3K 0.28% 39
2022
Q2
$2.5M Hold
39,250
0.27% 39
2022
Q1
$3.12M Buy
39,250
+2
+0% +$157 0.3% 38
2021
Q4
$3.41M Hold
39,248
0.3% 34
2021
Q3
$2.9M Hold
39,248
0.3% 39
2021
Q2
$2.9M Hold
39,248
0.3% 39
2021
Q1
$2.61M Buy
39,248
+2
+0% +$132 0.38% 41
2020
Q4
$2.55M Hold
39,246
0.41% 37
2020
Q3
$2.29M Sell
39,246
-1,116
-3% -$63.1K 0.41% 36
2020
Q2
$2.11M Sell
40,362
-6,884
-15% -$324K 0.42% 39
2020
Q1
$1.9M Buy
47,246
+8,260
+21% +$377K 0.45% 39
2019
Q4
$1.79M Hold
38,986
0.35% 49
2019
Q3
$1.57M Hold
38,986
0.32% 53
2019
Q2
$1.52M Hold
38,986
0.31% 55
2019
Q1
$1.44M Hold
38,986
0.3% 57
2018
Q4
$1.21M Hold
38,986
0.28% 63
2018
Q3
$1.47M Hold
38,986
0.3% 57
2018
Q2
$1.35M Hold
38,986
0.27% 62
2018
Q1
$1.27M Hold
38,986
0.26% 65
2017
Q4
$1.25M Hold
38,986
0.25% 66
2017
Q3
$1.15M Hold
38,986
0.25% 68
2017
Q2
$1.07M Sell
38,986
-2,244
-5% -$61.7K 0.25% 67
2017
Q1
$1.1M Hold
41,230
0.27% 64
2016
Q4
$997K Buy
+41,230
New +$984K 0.28% 68

Other funds holding XLK

Evanson Asset Management's XLK Position: Q1 2026 in Review

Evanson Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q1 2026, buying an estimated $6.48K and bringing the position to 36,630 shares worth $4.87M. The position accounts for 0.26% of the portfolio, ranked #44.

Evanson Asset Management first reported a position in XLK in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.27M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Evanson Asset Management held 36,630 shares of State Street Technology Select Sector SPDR ETF worth $4.87M as of Q1 2026.
  • Evanson Asset Management bought 46 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.48K.
  • State Street Technology Select Sector SPDR ETF made up 0.26% of Evanson Asset Management's portfolio in Q1 2026, its #44 holding.
  • Evanson Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
  • Evanson Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $5.27M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.