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

Fairview Capital Investment 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	$1.31M	Buy	9,880 +7,340	+289%	+$1.03M	0.07%	98
2025 Q4	$366K	Buy	2,540 +100	+4%	+$14.4K	0.02%	136
2025 Q3	$344K	Hold	2,440	–	–	0.02%	137
2025 Q2	$309K	Hold	2,440	–	–	0.02%	135
2025 Q1	$252K	Hold	2,440	–	–	0.01%	148
2024 Q4	$284K	Sell	2,440 -76	-3%	-$8.84K	0.01%	142
2024 Q3	$284K	Hold	2,516	–	–	0.02%	134
2024 Q2	$285K	Hold	2,516	–	–	0.02%	127
2024 Q1	$262K	Hold	2,516	–	–	0.01%	143
2023 Q4	$242K	Hold	2,516	–	–	0.01%	140
2023 Q3	$206K	Hold	2,516	–	–	0.01%	139
2023 Q2	$219K	Buy	+2,516	New	+$198K	0.01%	133
2022 Q1	–	Sell	-2,516	Closed	-$218K	–	139
2021 Q4	$218K	Buy	+2,516	New	+$207K	0.01%	132

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 $424B AUM 22.96% 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

Fairview Capital Investment Management's XLK Position: Q1 2026 in Review

Fairview Capital Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 289% in Q1 2026, buying an estimated $1.03M and bringing the position to 9,880 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #98.

Fairview Capital Investment Management first reported a position in XLK in Q4 2021 and has held it in 13 quarters since. 2,409 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Fairview Capital Investment Management held 9,880 shares of State Street Technology Select Sector SPDR ETF worth $1.31M as of Q1 2026.
Fairview Capital Investment Management bought 7,340 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.03M.
State Street Technology Select Sector SPDR ETF made up 0.07% of Fairview Capital Investment Management's portfolio in Q1 2026, its #98 holding.
Fairview Capital Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
2,409 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.