HM Payson & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HM Payson & Co’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	$875K	Sell	4,592 -26,586	-85%	-$4.54M	0.01%	243
2026 Q1	$4.14M	Buy	31,178 +26,600	+581%	+$3.75M	0.06%	130
2025 Q4	$659K	Hold	4,578	–	–	0.01%	266
2025 Q3	$645K	Hold	4,578	–	–	0.01%	259
2025 Q2	$580K	Hold	4,578	–	–	0.01%	269
2025 Q1	$473K	Buy	4,578 +386	+9%	+$43.8K	0.01%	288
2024 Q4	$487K	Sell	4,192 -132	-3%	-$15.4K	0.01%	279
2024 Q3	$488K	Hold	4,324	–	–	0.01%	288
2024 Q2	$489K	Buy	4,324 +230	+6%	+$24.2K	0.01%	276
2024 Q1	$426K	Buy	4,094 +292	+8%	+$29.5K	0.01%	303
2023 Q4	$366K	Sell	3,802 -2,042	-35%	-$182K	0.01%	312
2023 Q3	$479K	Buy	5,844 +3,908	+202%	+$335K	0.01%	268
2023 Q2	$168K	Hold	1,936	–	–	﹤0.01%	396
2023 Q1	$146K	Hold	1,936	–	–	﹤0.01%	416
2022 Q4	$120K	Hold	1,936	–	–	﹤0.01%	436
2022 Q3	$115K	Sell	1,936 -822	-30%	-$56.1K	﹤0.01%	447
2022 Q2	$175K	Buy	2,758 +822	+42%	+$57.3K	﹤0.01%	396
2022 Q1	$154K	Sell	1,936 -4,000	-67%	-$314K	﹤0.01%	430
2021 Q4	$516K	Buy	5,936 +4,000	+207%	+$329K	0.01%	273
2021 Q3	$145K	Hold	1,936	–	–	﹤0.01%	435
2021 Q2	$143K	Sell	1,936 -100	-5%	-$7K	﹤0.01%	431
2021 Q1	$135K	Sell	2,036 -100	-5%	-$6.6K	﹤0.01%	444
2020 Q4	$139K	Hold	2,136	–	–	﹤0.01%	438
2020 Q3	$125K	Buy	2,136 +200	+10%	+$11.3K	﹤0.01%	422
2020 Q2	$101K	Hold	1,936	–	–	﹤0.01%	430
2020 Q1	$78K	Hold	1,936	–	–	﹤0.01%	431
2019 Q4	$89K	Buy	1,936 +2	+0.1%	+$86	﹤0.01%	487
2019 Q3	$78K	Hold	1,934	–	–	﹤0.01%	516
2019 Q2	$75K	Buy	+1,934	New	+$73.7K	﹤0.01%	527

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

HM Payson & Co's XLK Position: Q2 2026 in Review

HM Payson & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 85% in Q2 2026, selling an estimated $4.54M and leaving 4,592 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #243.

HM Payson & Co first reported a position in XLK in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.14M in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HM Payson & Co held 4,592 shares of State Street Technology Select Sector SPDR ETF worth $875K as of Q2 2026.
HM Payson & Co sold 26,586 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.54M.
State Street Technology Select Sector SPDR ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #243 holding.
HM Payson & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's State Street Technology Select Sector SPDR ETF position peaked at $4.14M in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.