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Grimes & Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Grimes & Company’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 		$176M Buy
925,282
+201,867
+28% +$34.5M 3.81% 5
2026
Q1 		$96.1M Sell
723,415
-368,788
-34% -$52M 2.66% 8
2025
Q4 		$157M Sell
1,092,203
-5,597
-0.5% -$808K 3.76% 8
2025
Q3 		$155M Buy
1,097,800
+51,030
+5% +$6.76M 3.82% 8
2025
Q2 		$133M Buy
1,046,770
+434,740
+71% +$48.2M 3.61% 8
2025
Q1 		$63.2M Sell
612,030
-159,110
-21% -$18M 1.95% 11
2024
Q4 		$89.7M Buy
771,140
+34,054
+5% +$3.96M 2.58% 10
2024
Q3 		$83.2M Buy
737,086
+385,136
+109% +$42.3M 2.25% 11
2024
Q2 		$39.8M Buy
351,950
+8,674
+3% +$913K 1.19% 16
2024
Q1 		$35.7M Sell
343,276
-66,220
-16% -$6.7M 1.1% 17
2023
Q4 		$39.4M Sell
409,496
-330,498
-45% -$29.4M 1.3% 15
2023
Q3 		$60.7M Buy
739,994
+677,570
+1,085% +$58.1M 2.35% 9
2023
Q2 		$5.43M Sell
62,424
-80,170
-56% -$6.32M 0.19% 87
2023
Q1 		$10.8M Buy
142,594
+6,070
+4% +$418K 0.44% 54
2022
Q4 		$8.49M Buy
136,524
+2,584
+2% +$164K 0.36% 56
2022
Q3 		$7.96M Buy
133,940
+11,634
+10% +$794K 0.42% 53
2022
Q2 		$7.77M Sell
122,306
-810,844
-87% -$56.5M 0.39% 61
2022
Q1 		$74.2M Buy
933,150
+242,768
+35% +$19.1M 3.87% 3
2021
Q4 		$60M Buy
690,382
+132,576
+24% +$10.9M 2.75% 8
2021
Q3 		$41.6M Buy
557,806
+24,150
+5% +$1.86M 1.81% 13
2021
Q2 		$39.4M Buy
533,656
+210,352
+65% +$14.7M 1.71% 14
2021
Q1 		$21.5M Buy
323,304
+37,238
+13% +$2.46M 1.03% 22
2020
Q4 		$18.6M Buy
286,066
+42,366
+17% +$2.58M 0.97% 23
2020
Q3 		$14.2M Buy
243,700
+51,348
+27% +$2.9M 0.91% 24
2020
Q2 		$10M Buy
192,352
+33,572
+21% +$1.58M 0.7% 36
2020
Q1 		$6.38M Buy
158,780
+36,974
+30% +$1.69M 0.58% 44
2019
Q4 		$5.58M Buy
121,806
+50,714
+71% +$2.17M 0.37% 70
2019
Q3 		$2.86M Buy
+71,092
New +$2.84M 0.2% 87

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Grimes & Company's XLK Position: Q2 2026 in Review

Grimes & Company increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 28% in Q2 2026, buying an estimated $34.5M and bringing the position to 925,282 shares worth $176M. The position accounts for 3.81% of the portfolio, ranked #5.

Grimes & Company first reported a position in XLK in Q3 2019 and has held it in 28 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Grimes & Company held 925,282 shares of State Street Technology Select Sector SPDR ETF worth $176M as of Q2 2026.
  • Grimes & Company bought 201,867 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $34.5M.
  • State Street Technology Select Sector SPDR ETF made up 3.81% of Grimes & Company's portfolio in Q2 2026, its #5 holding.
  • Grimes & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.