Fiduciary Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fiduciary Group’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	$9.2M	Buy	69,234 +3,732	+6%	+$526K	0.79%	32
2025 Q4	$9.43M	Buy	65,502 +4,982	+8%	+$719K	0.79%	34
2025 Q3	$8.53M	Buy	60,520 +3,052	+5%	+$404K	0.75%	35
2025 Q2	$7.28M	Buy	57,468 +4,508	+9%	+$500K	0.68%	40
2025 Q1	$5.47M	Buy	52,960 +5,794	+12%	+$657K	0.55%	51
2024 Q4	$5.48M	Buy	47,166 +11,440	+32%	+$1.33M	0.55%	51
2024 Q3	$4.03M	Buy	35,726 +3,974	+13%	+$436K	0.41%	66
2024 Q2	$3.59M	Buy	31,752 +3,926	+14%	+$413K	0.39%	69
2024 Q1	$2.9M	Buy	27,826 +2,202	+9%	+$223K	0.32%	77
2023 Q4	$2.47M	Buy	25,624 +18,042	+238%	+$1.61M	0.29%	79
2023 Q3	$622K	Buy	7,582 +4,226	+126%	+$362K	0.08%	143
2023 Q2	$292K	Buy	+3,356	New	+$265K	0.04%	207

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

Fiduciary Group's XLK Position: Q1 2026 in Review

Fiduciary Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.7% in Q1 2026, buying an estimated $526K and bringing the position to 69,234 shares worth $9.2M. The position accounts for 0.79% of the portfolio, ranked #32.

Fiduciary Group first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.43M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Fiduciary Group held 69,234 shares of State Street Technology Select Sector SPDR ETF worth $9.2M as of Q1 2026.
Fiduciary Group bought 3,732 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $526K.
State Street Technology Select Sector SPDR ETF made up 0.79% of Fiduciary Group's portfolio in Q1 2026, its #32 holding.
Fiduciary Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Fiduciary Group's State Street Technology Select Sector SPDR ETF position peaked at $9.43M 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 Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.