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

Family 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	$923K	Sell	6,945 -868	-11%	-$122K	0.41%	45
2025 Q4	$1.12M	Buy	7,813 +1	+0%	+$144	0.5%	41
2025 Q3	$1.1M	Buy	7,812 +136	+2%	+$18K	0.53%	36
2025 Q2	$972K	Buy	7,676 +28	+0.4%	+$3.11K	0.51%	40
2025 Q1	$790K	Sell	7,648 -84	-1%	-$9.52K	0.49%	39
2024 Q4	$899K	Sell	7,732 -14	-0.2%	-$1.63K	0.54%	34
2024 Q3	$874K	Buy	7,746 +42	+0.5%	+$4.61K	0.56%	33
2024 Q2	$871K	Sell	7,704 -246	-3%	-$25.9K	0.59%	34
2024 Q1	$828K	Sell	7,950 -88	-1%	-$8.9K	0.58%	30
2023 Q4	$774K	Sell	8,038 -1,518	-16%	-$135K	0.55%	28
2023 Q3	$783K	Buy	9,556 +6	+0.1%	+$515	0.52%	29
2023 Q2	$830K	Buy	9,550 +1,544	+19%	+$122K	0.52%	30
2023 Q1	$604K	Buy	8,006 +4,368	+120%	+$301K	0.26%	32
2022 Q4	$226K	Buy	+3,638	New	+$231K	0.15%	62

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

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

Family Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2026, selling an estimated $122K and leaving 6,945 shares worth $923K. The position accounts for 0.41% of the portfolio, ranked #45.

Family Capital Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Family Capital Management held 6,945 shares of State Street Technology Select Sector SPDR ETF worth $923K as of Q1 2026.
Family Capital Management sold 868 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $122K.
State Street Technology Select Sector SPDR ETF made up 0.41% of Family Capital Management's portfolio in Q1 2026, its #45 holding.
Family Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.12M in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.