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
2021 Q1	–	Sell	-4,400	Closed	-$286K	–	170
2020 Q4	$286K	Buy	+4,400	New	+$268K	0.13%	119
2020 Q1	–	Sell	-25,800	Closed	-$1.18M	–	164
2019 Q4	$1.18M	Sell	25,800 -9,800	-28%	-$419K	0.5%	52
2019 Q3	$1.43M	Buy	35,600 +22,400	+170%	+$896K	0.53%	50
2019 Q2	$515K	Buy	+13,200	New	+$503K	0.22%	112
2018 Q4	–	Sell	-29,400	Closed	-$1.11M	–	226
2018 Q3	$1.11M	Buy	+29,400	New	+$1.08M	0.55%	57

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HMS Capital Management's XLK Position: Q2 2026 in Review

HMS Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,760 shares worth $526K. The position accounts for 0.2% of the portfolio, ranked #84.

HMS Capital Management first reported a position in XLK in Q3 2018 and has held it in 20 quarters since. The position peaked at $3.25M in Q3 2018. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HMS Capital Management held 2,760 shares of State Street Technology Select Sector SPDR ETF worth $526K as of Q2 2026.
HMS Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.2% of HMS Capital Management's portfolio in Q2 2026, its #84 holding.
HMS Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 20 quarters since.
HMS Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $3.25M in Q3 2018.
754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.