HMS Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HMS Capital Management’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	$367K	Hold	2,760	–	–	0.14%	94
2025 Q4	$397K	Hold	2,760	–	–	0.16%	82
2025 Q3	$389K	Hold	2,760	–	–	0.16%	83
2025 Q2	$350K	Sell	2,760 -748	-21%	-$83K	0.16%	92
2025 Q1	$322K	Hold	3,508	–	–	0.18%	85
2024 Q4	$408K	Hold	3,508	–	–	0.2%	83
2024 Q3	$396K	Hold	3,508	–	–	0.19%	85
2024 Q2	$397K	Sell	3,508 -23,042	-87%	-$2.43M	0.21%	82
2024 Q1	$2.76M	Buy	26,550 +23,042	+657%	+$2.33M	1.53%	13
2023 Q4	$338K	Hold	3,508	–	–	0.21%	89
2023 Q3	$288K	Hold	3,508	–	–	0.19%	95
2023 Q2	$305K	Hold	3,508	–	–	0.19%	95
2023 Q1	$265K	Sell	3,508 -1,900	-35%	-$131K	0.17%	96
2022 Q4	$336K	Buy	+5,408	New	+$343K	0.19%	76
2021 Q1	–	Sell	-8,200	Closed	-$533K	–	169
2020 Q4	$533K	Buy	+8,200	New	+$499K	0.24%	78
2020 Q1	–	Sell	-28,826	Closed	-$1.32M	–	163
2019 Q4	$1.32M	Sell	28,826 -11,200	-28%	-$479K	0.56%	43
2019 Q3	$1.61M	Buy	40,026 +26,600	+198%	+$1.06M	0.6%	45
2019 Q2	$524K	Buy	+13,426	New	+$512K	0.23%	110
2018 Q4	–	Sell	-86,236	Closed	-$3.25M	–	225
2018 Q3	$3.25M	Buy	+86,236	New	+$3.16M	1.61%	7

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

HMS Capital Management's XLK Position: Q1 2026 in Review

HMS Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,760 shares worth $367K. The position accounts for 0.14% of the portfolio, ranked #94.

HMS Capital Management first reported a position in XLK in Q3 2018 and has held it in 19 quarters since. The position peaked at $3.25M in Q3 2018. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

HMS Capital Management held 2,760 shares of State Street Technology Select Sector SPDR ETF worth $367K as of Q1 2026.
HMS Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.14% of HMS Capital Management's portfolio in Q1 2026, its #94 holding.
HMS Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 19 quarters since.
HMS Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $3.25M in Q3 2018.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.