Freestone Capital Holdings’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Freestone Capital Holdings’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 Q2	$6.66M	Buy	34,949 +21,488	+160%	+$3.67M	0.17%	84
2026 Q1	$1.79M	Sell	13,461 -1,325	-9%	-$187K	0.05%	191
2025 Q4	$2.13M	Sell	14,786 -236	-2%	-$34.1K	0.06%	173
2025 Q3	$2.12M	Buy	15,022 +438	+3%	+$58K	0.06%	175
2025 Q2	$1.85M	Buy	14,584 +4,218	+41%	+$468K	0.06%	169
2025 Q1	$1.07M	Sell	10,366 -470	-4%	-$53.3K	0.04%	210
2024 Q4	$1.26M	Buy	10,836 +2,540	+31%	+$296K	0.04%	198
2024 Q3	$937K	Buy	8,296 +766	+10%	+$84.1K	0.03%	226
2024 Q2	$852K	Buy	7,530 +442	+6%	+$46.5K	0.03%	231
2024 Q1	$738K	Buy	7,088 +2,658	+60%	+$269K	0.03%	255
2023 Q4	$426K	Sell	4,430 -1,336	-23%	-$119K	0.02%	289
2023 Q3	$473K	Sell	5,766 -3,044	-35%	-$261K	0.03%	249
2023 Q2	$766K	Sell	8,810 -4,300	-33%	-$339K	0.03%	220
2023 Q1	$990K	Sell	13,110 -2,702	-17%	-$186K	0.04%	194
2022 Q4	$984K	Hold	15,812	–	–	0.05%	196
2022 Q3	$939K	Sell	15,812 -2,622	-14%	-$179K	0.04%	204
2022 Q2	$1.17M	Buy	18,434 +280	+2%	+$19.5K	0.04%	198
2022 Q1	$1.44M	Sell	18,154 -210	-1%	-$16.5K	0.06%	216
2021 Q4	$1.6M	Sell	18,364 -1,982	-10%	-$163K	0.07%	198
2021 Q3	$1.52M	Sell	20,346 -3,610	-15%	-$279K	0.08%	190
2021 Q2	$1.77M	Buy	23,956 +1,036	+5%	+$72.6K	0.09%	178
2021 Q1	$1.52M	Sell	22,920 -920	-4%	-$60.7K	0.08%	179
2020 Q4	$1.55M	Sell	23,840 -6,194	-21%	-$377K	0.09%	171
2020 Q3	$1.75M	Sell	30,034 -5,376	-15%	-$304K	0.11%	159
2020 Q2	$1.85M	Buy	35,410 +592	+2%	+$27.8K	0.02%	168
2020 Q1	$1.4M	Buy	34,818 +30,012	+624%	+$1.37M	0.03%	167
2019 Q4	$220K	Sell	4,806 -198	-4%	-$8.47K	﹤0.01%	370
2019 Q3	$201K	Buy	+5,004	New	+$200K	﹤0.01%	365

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Freestone Capital Holdings's XLK Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 160% in Q2 2026, buying an estimated $3.67M and bringing the position to 34,949 shares worth $6.66M. The position accounts for 0.17% of the portfolio, ranked #84.

Freestone Capital Holdings first reported a position in XLK in Q3 2019 and has held it in 28 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Freestone Capital Holdings held 34,949 shares of State Street Technology Select Sector SPDR ETF worth $6.66M as of Q2 2026.
Freestone Capital Holdings bought 21,488 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.67M.
State Street Technology Select Sector SPDR ETF made up 0.17% of Freestone Capital Holdings's portfolio in Q2 2026, its #84 holding.
Freestone Capital Holdings first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.