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

Hill Island Financial’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	$987K	Sell	7,425 -120	-2%	-$16.9K	0.24%	33
2025 Q4	$1.09M	Buy	7,545 +1	+0%	+$144	0.26%	31
2025 Q3	$1.06M	Hold	7,544	–	–	0.27%	32
2025 Q2	$955K	Hold	7,544	–	–	0.27%	30
2025 Q1	$779K	Sell	7,544 -14,438	-66%	-$1.64M	0.23%	34
2024 Q4	$2.56M	Sell	21,982 -196	-0.9%	-$22.8K	0.75%	23
2024 Q3	$2.5M	Buy	22,178 +72	+0.3%	+$7.9K	0.76%	18
2024 Q2	$2.5M	Sell	22,106 -1,352	-6%	-$142K	0.82%	17
2024 Q1	$2.44M	Buy	23,458 +20	+0.1%	+$2.02K	0.81%	18
2023 Q4	$2.26M	Sell	23,438 -850	-3%	-$75.7K	0.77%	18
2023 Q3	$1.99M	Sell	24,288 -690	-3%	-$59.2K	0.79%	16
2023 Q2	$2.17M	Sell	24,978 -718	-3%	-$56.6K	0.82%	16
2023 Q1	$1.92M	Sell	25,696 -110	-0.4%	-$7.57K	0.78%	17
2022 Q4	$1.61M	Buy	25,806 +136	+0.5%	+$8.64K	0.7%	19
2022 Q3	$1.52M	Buy	25,670 +40	+0.2%	+$2.73K	0.71%	16
2022 Q2	$1.63M	Buy	25,630 +46	+0.2%	+$3.2K	0.72%	17
2022 Q1	$2.03M	Buy	25,584 +32	+0.1%	+$2.51K	0.75%	17
2021 Q4	$2.22M	Buy	+25,552	New	+$2.1M	0.79%	17

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

Hill Island Financial's XLK Position: Q1 2026 in Review

Hill Island Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, selling an estimated $16.9K and leaving 7,425 shares worth $987K. The position accounts for 0.24% of the portfolio, ranked #33.

Hill Island Financial first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q4 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Hill Island Financial held 7,425 shares of State Street Technology Select Sector SPDR ETF worth $987K as of Q1 2026.
Hill Island Financial sold 120 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $16.9K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Hill Island Financial's portfolio in Q1 2026, its #33 holding.
Hill Island Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Hill Island Financial's State Street Technology Select Sector SPDR ETF position peaked at $2.56M in Q4 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.