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

Gleason 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 Q2	$13.8K	Hold	72	–	–	﹤0.01%	201
2026 Q1	$9.58K	Buy	+72	New	+$10.1K	﹤0.01%	178
2024 Q1	–	Sell	-194	Closed	-$18.6K	–	220
2023 Q4	$18.6K	Buy	194 +2	+1%	+$178	﹤0.01%	150
2023 Q3	$15.8K	Hold	192	–	–	﹤0.01%	163
2023 Q2	$16.7K	Hold	192	–	–	﹤0.01%	161
2023 Q1	$14.5K	Hold	192	–	–	﹤0.01%	160
2022 Q4	$11.9K	Buy	192 +2	+1%	+$127	﹤0.01%	165
2022 Q3	$11K	Hold	190	–	–	﹤0.01%	170
2022 Q2	$12K	Hold	190	–	–	﹤0.01%	166
2022 Q1	$15K	Buy	190 +2	+1%	+$157	﹤0.01%	162
2021 Q4	$17K	Hold	188	–	–	0.01%	148
2021 Q3	$14K	Hold	188	–	–	0.01%	156
2021 Q2	$14K	Hold	188	–	–	0.01%	154
2021 Q1	$13K	Hold	188	–	–	0.01%	144
2020 Q4	$12K	Buy	+188	New	+$11.5K	0.01%	143

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gleason Group's XLK Position: Q2 2026 in Review

Gleason Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 72 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Gleason Group first reported a position in XLK in Q4 2020 and has held it in 15 quarters since. The position peaked at $18.6K in Q4 2023. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Gleason Group held 72 shares of State Street Technology Select Sector SPDR ETF worth $13.8K as of Q2 2026.
Gleason Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #201 holding.
Gleason Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
Gleason Group's State Street Technology Select Sector SPDR ETF position peaked at $18.6K in Q4 2023.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.