Evergreen Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evergreen Capital Management’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	$898K	Hold	6,754	–	–	0.02%	529
2025 Q4	$972K	Hold	6,754	–	–	0.02%	478
2025 Q3	$952K	Buy	6,754 +560	+9%	+$74.2K	0.02%	420
2025 Q2	$784K	Sell	6,194 -200	-3%	-$22.2K	0.02%	422
2025 Q1	$660K	Hold	6,394	–	–	0.02%	418
2024 Q4	$743K	Buy	6,394 +180	+3%	+$20.9K	0.02%	400
2024 Q3	$701K	Hold	6,214	–	–	0.02%	403
2024 Q2	$703K	Hold	6,214	–	–	0.03%	377
2024 Q1	$647K	Buy	6,214 +94	+2%	+$9.51K	0.02%	377
2023 Q4	$589K	Buy	6,120 +900	+17%	+$80.1K	0.02%	384
2023 Q3	$428K	Buy	5,220 +1,000	+24%	+$85.8K	0.02%	434
2023 Q2	$367K	Hold	4,220	–	–	0.02%	486
2023 Q1	$319K	Buy	4,220 +420	+11%	+$28.9K	0.01%	488
2022 Q4	$236K	Sell	3,800 -226	-6%	-$14.4K	0.01%	557
2022 Q3	$239K	Sell	4,026 -126	-3%	-$8.6K	0.01%	503
2022 Q2	$264K	Sell	4,152 -292	-7%	-$20.3K	0.01%	458
2022 Q1	$353K	Hold	4,444	–	–	0.01%	447
2021 Q4	$386K	Buy	4,444 +802	+22%	+$66K	0.02%	416
2021 Q3	$272K	Buy	+3,642	New	+$281K	0.01%	461
2020 Q4	–	Sell	-14,414	Closed	-$841K	–	471
2020 Q3	$841K	Sell	14,414 -398	-3%	-$22.5K	0.06%	215
2020 Q2	$774K	Hold	14,812	–	–	0.06%	208
2020 Q1	$595K	Buy	14,812 +800	+6%	+$36.5K	0.06%	207
2019 Q4	$642K	Buy	14,012 +2	+0%	+$86	0.05%	208
2019 Q3	$564K	Buy	14,010 +2	+0%	+$80	0.05%	211
2019 Q2	$547K	Buy	+14,008	New	+$534K	0.05%	221

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

Evergreen Capital Management's XLK Position: Q1 2026 in Review

Evergreen Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 6,754 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #529.

Evergreen Capital Management first reported a position in XLK in Q2 2019 and has held it in 25 quarters since. The position peaked at $972K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evergreen Capital Management held 6,754 shares of State Street Technology Select Sector SPDR ETF worth $898K as of Q1 2026.
Evergreen Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #529 holding.
Evergreen Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 25 quarters since.
Evergreen Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $972K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.