Harrell Investment Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Harrell Investment Partners’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	$7.51M	Buy	39,403 +1,255	+3%	+$214K	1.63%	16
2026 Q1	$5.07M	Sell	38,148 -3,447	-8%	-$486K	1.21%	26
2025 Q4	$5.99M	Sell	41,595 -649	-2%	-$93.7K	1.41%	21
2025 Q3	$5.95M	Sell	42,244 -6,646	-14%	-$880K	1.41%	21
2025 Q2	$6.19M	Sell	48,890 -53,776	-52%	-$5.97M	1.57%	15
2025 Q1	$10.6M	Buy	102,666 +4,942	+5%	+$560K	3.14%	6
2024 Q4	$11.4M	Buy	97,724 +2,000	+2%	+$233K	3.17%	6
2024 Q3	$10.8M	Buy	95,724 +1,342	+1%	+$147K	3.06%	7
2024 Q2	$10.7M	Buy	94,382 +858	+0.9%	+$90.3K	3.1%	6
2024 Q1	$9.74M	Sell	93,524 -14,884	-14%	-$1.51M	2.89%	9
2023 Q4	$10.4M	Sell	108,408 -33,718	-24%	-$3M	3.25%	7
2023 Q3	$11.8M	Sell	142,126 -5,860	-4%	-$503K	4.01%	3
2023 Q2	$12.9M	Sell	147,986 -6,072	-4%	-$479K	4.36%	3
2023 Q1	$11.6M	Sell	154,058 -14,268	-8%	-$982K	4.13%	3
2022 Q4	$10.5M	Sell	168,326 -26,482	-14%	-$1.68M	4.12%	4
2022 Q3	$11.6M	Sell	194,808 -49,036	-20%	-$3.35M	4.83%	4
2022 Q2	$15.5M	Buy	243,844 +33,666	+16%	+$2.35M	6.33%	1
2022 Q1	$16.7M	Buy	210,178 +20,526	+11%	+$1.61M	5.91%	2
2021 Q4	$16.5M	Buy	189,652 +14,040	+8%	+$1.16M	5.07%	2
2021 Q3	$13.1M	Sell	175,612 -27,646	-14%	-$2.13M	4.22%	4
2021 Q2	$15M	Buy	203,258 +46,462	+30%	+$3.25M	4.87%	3
2021 Q1	$10.4M	Buy	156,796 +10,064	+7%	+$664K	3.68%	3
2020 Q4	$9.54M	Sell	146,732 -2,376	-2%	-$145K	3.67%	4
2020 Q3	$8.7M	Sell	149,108 -22,824	-13%	-$1.29M	3.79%	3
2020 Q2	$8.98M	Sell	171,932 -43,546	-20%	-$2.05M	4.57%	3
2020 Q1	$8.66M	Sell	215,478 -65,616	-23%	-$2.99M	4.71%	2
2019 Q4	$12.9M	Buy	+281,094	New	+$12M	5.87%	2

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

Harrell Investment Partners's XLK Position: Q2 2026 in Review

Harrell Investment Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q2 2026, buying an estimated $214K and bringing the position to 39,403 shares worth $7.51M. The position accounts for 1.63% of the portfolio, ranked #16.

Harrell Investment Partners first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.7M in Q1 2022. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Harrell Investment Partners held 39,403 shares of State Street Technology Select Sector SPDR ETF worth $7.51M as of Q2 2026.
Harrell Investment Partners bought 1,255 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
State Street Technology Select Sector SPDR ETF made up 1.63% of Harrell Investment Partners's portfolio in Q2 2026, its #16 holding.
Harrell Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Harrell Investment Partners's State Street Technology Select Sector SPDR ETF position peaked at $16.7M in Q1 2022.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.