Hobart Private Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hobart Private Capital’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	$1.54M	Sell	8,095 -3,679	-31%	-$629K	0.26%	62
2026 Q1	$1.56M	Sell	11,774 -1,258	-10%	-$177K	0.31%	54
2025 Q4	$1.88M	Buy	13,032 +4	+0%	+$578	0.37%	51
2025 Q3	$1.84M	Sell	13,028 -12	-0.1%	-$1.59K	0.38%	50
2025 Q2	$1.65M	Sell	13,040 -1,924	-13%	-$214K	0.37%	48
2025 Q1	$1.54M	Sell	14,964 -50,312	-77%	-$5.7M	0.39%	47
2024 Q4	$7.59M	Sell	65,276 -2,112	-3%	-$246K	1.88%	17
2024 Q3	$7.61M	Sell	67,388 -730	-1%	-$80.1K	1.95%	17
2024 Q2	$7.71M	Sell	68,118 -8,876	-12%	-$935K	2.19%	14
2024 Q1	$8.02M	Sell	76,994 -82,980	-52%	-$8.39M	2.45%	14
2023 Q4	$15.4M	Sell	159,974 -26,650	-14%	-$2.37M	5.1%	4
2023 Q3	$15.3M	Sell	186,624 -41,920	-18%	-$3.59M	5.81%	3
2023 Q2	$19.9M	Sell	228,544 -3,072	-1%	-$242K	7.39%	3
2023 Q1	$17.5M	Buy	+231,616	New	+$15.9M	6.9%	4
2020 Q2	–	Sell	-23,692	Closed	-$952K	–	172
2020 Q1	$952K	Buy	23,692 +14,724	+164%	+$672K	0.65%	44
2019 Q4	$411K	Sell	8,968 -1,854	-17%	-$79.4K	0.25%	120
2019 Q3	$436K	Buy	+10,822	New	+$433K	0.3%	77
2018 Q4	–	Sell	-10,704	Closed	-$403K	–	161
2018 Q3	$403K	Sell	10,704 -21,262	-67%	-$780K	0.31%	87
2018 Q2	$1.11M	Buy	31,966 +15,854	+98%	+$544K	0.9%	38
2018 Q1	$527K	Buy	16,112 +4,596	+40%	+$154K	0.46%	67
2017 Q4	$368K	Buy	+11,516	New	+$361K	0.33%	84

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

Hobart Private Capital's XLK Position: Q2 2026 in Review

Hobart Private Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 31% in Q2 2026, selling an estimated $629K and leaving 8,095 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #62.

Hobart Private Capital first reported a position in XLK in Q4 2017 and has held it in 21 quarters since. The position peaked at $19.9M in Q2 2023. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Hobart Private Capital held 8,095 shares of State Street Technology Select Sector SPDR ETF worth $1.54M as of Q2 2026.
Hobart Private Capital sold 3,679 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $629K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Hobart Private Capital's portfolio in Q2 2026, its #62 holding.
Hobart Private Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
Hobart Private Capital's State Street Technology Select Sector SPDR ETF position peaked at $19.9M in Q2 2023.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.