Financial Insights’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Insights’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	$4.37M	Buy	32,875 +215	+0.7%	+$30.3K	1.42%	14
2025 Q4	$4.7M	Sell	32,660 -700	-2%	-$101K	1.58%	13
2025 Q3	$4.7M	Hold	33,360	–	–	1.56%	15
2025 Q2	$4.22M	Sell	33,360 -400	-1%	-$44.4K	1.54%	15
2025 Q1	$3.49M	Buy	33,760 +330	+1%	+$37.4K	1.39%	17
2024 Q4	$3.89M	Buy	33,430 +1,000	+3%	+$116K	1.44%	17
2024 Q3	$3.66M	Buy	32,430 +2,870	+10%	+$315K	1.16%	20
2024 Q2	$3.34M	Sell	29,560 -1,000	-3%	-$105K	0.93%	25
2024 Q1	$3.18M	Sell	30,560 -1,000	-3%	-$101K	0.89%	25
2023 Q4	$3.04M	Hold	31,560	–	–	0.95%	23
2023 Q3	$2.59M	Sell	31,560 -50	-0.2%	-$4.29K	0.92%	23
2023 Q2	$2.75M	Sell	31,610 -8,448	-21%	-$666K	1.01%	18
2023 Q1	$3.02M	Sell	40,058 -1,400	-3%	-$96.3K	1.23%	19
2022 Q4	$2.58M	Buy	41,458 +1,300	+3%	+$82.6K	1.22%	19
2022 Q3	$2.39M	Buy	40,158 +1,118	+3%	+$76.3K	1.61%	13
2022 Q2	$2.48M	Sell	39,040 -200	-0.5%	-$13.9K	2.52%	9
2022 Q1	$3.12M	Buy	39,240 +200	+0.5%	+$15.7K	2.87%	9
2021 Q4	$3.4M	Sell	39,040 -1,242	-3%	-$102K	2.93%	9
2021 Q3	$3.01M	Sell	40,282 -800	-2%	-$61.7K	2.77%	10
2021 Q2	$30.3M	Sell	41,082 -960	-2%	-$67.2K	2.51%	9
2021 Q1	$2.79M	Sell	42,042 -20	-0%	-$1.32K	2.06%	13
2020 Q4	$2.73M	Sell	42,062 -410	-1%	-$25K	2.12%	13
2020 Q3	$2.48M	Sell	42,472 -50,462	-54%	-$2.85M	2.11%	13
2020 Q2	$2.22K	Buy	92,934 +48,862	+111%	+$2.3M	1.97%	13
2020 Q1	$1.77M	Buy	44,072 +402	+0.9%	+$18.3K	1.87%	13
2019 Q4	$2M	Hold	43,670	–	–	1.76%	13
2019 Q3	$1.76M	Buy	43,670 +1,950	+5%	+$78K	1.68%	13
2019 Q2	$1.62M	Buy	41,720 +2,400	+6%	+$91.5K	1.64%	14
2019 Q1	$1.55M	Sell	39,320 -3,168	-7%	-$108K	1.61%	13
2018 Q4	$1.41M	Buy	+42,488	New	+$1.44M	1.57%	14

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

Financial Insights's XLK Position: Q1 2026 in Review

Financial Insights increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.66% in Q1 2026, buying an estimated $30.3K and bringing the position to 32,875 shares worth $4.37M. The position accounts for 1.42% of the portfolio, ranked #14.

Financial Insights first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $30.3M in Q2 2021. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Insights held 32,875 shares of State Street Technology Select Sector SPDR ETF worth $4.37M as of Q1 2026.
Financial Insights bought 215 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $30.3K.
State Street Technology Select Sector SPDR ETF made up 1.42% of Financial Insights's portfolio in Q1 2026, its #14 holding.
Financial Insights first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Financial Insights's State Street Technology Select Sector SPDR ETF position peaked at $30.3M in Q2 2021.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.