Everett Harris & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Everett Harris & Co’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	$1.68M	Hold	8,808	–	–	0.02%	127
2026 Q1	$1.17M	Sell	8,808 -336	-4%	-$47.3K	0.02%	147
2025 Q4	$1.32M	Buy	9,144 +94	+1%	+$13.6K	0.02%	137
2025 Q3	$1.28M	Hold	9,050	–	–	0.02%	138
2025 Q2	$1.15M	Sell	9,050 -230	-2%	-$25.5K	0.01%	141
2025 Q1	$958K	Hold	9,280	–	–	0.01%	150
2024 Q4	$1.08M	Buy	9,280 +1,430	+18%	+$166K	0.01%	132
2024 Q3	$886K	Hold	7,850	–	–	0.01%	146
2024 Q2	$888K	Hold	7,850	–	–	0.01%	140
2024 Q1	$817K	Hold	7,850	–	–	0.01%	148
2023 Q4	$755K	Hold	7,850	–	–	0.01%	142
2023 Q3	$643K	Hold	7,850	–	–	0.01%	155
2023 Q2	$682K	Hold	7,850	–	–	0.01%	155
2023 Q1	$593K	Hold	7,850	–	–	0.01%	161
2022 Q4	$488K	Hold	7,850	–	–	0.01%	174
2022 Q3	$466K	Hold	7,850	–	–	0.01%	175
2022 Q2	$499K	Hold	7,850	–	–	0.01%	179
2022 Q1	$624K	Sell	7,850 -1,000	-11%	-$78.5K	0.01%	168
2021 Q4	$769K	Buy	8,850 +1,350	+18%	+$111K	0.01%	154
2021 Q3	$560K	Hold	7,500	–	–	0.01%	173
2021 Q2	$554K	Hold	7,500	–	–	0.01%	175
2021 Q1	$498K	Hold	7,500	–	–	0.01%	174
2020 Q4	$488K	Hold	7,500	–	–	0.01%	172
2020 Q3	$438K	Hold	7,500	–	–	0.01%	176
2020 Q2	$392K	Hold	7,500	–	–	0.01%	171
2020 Q1	$301K	Buy	+7,500	New	+$342K	0.01%	177

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

Everett Harris & Co's XLK Position: Q2 2026 in Review

Everett Harris & Co held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 8,808 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #127.

Everett Harris & Co first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Everett Harris & Co held 8,808 shares of State Street Technology Select Sector SPDR ETF worth $1.68M as of Q2 2026.
Everett Harris & Co left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #127 holding.
Everett Harris & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.