Holderness Investments Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Holderness Investments Company’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	$717K	Buy	5,391 +855	+19%	+$120K	0.14%	132
2025 Q4	$653K	Sell	4,536 -74	-2%	-$10.7K	0.13%	135
2025 Q3	$650K	Buy	4,610 +190	+4%	+$25.2K	0.13%	135
2025 Q2	$560K	Buy	4,420 +122	+3%	+$13.5K	0.12%	146
2025 Q1	$444K	Buy	4,298 +614	+17%	+$69.6K	0.1%	160
2024 Q4	$428K	Buy	3,684 +624	+20%	+$72.6K	0.09%	165
2024 Q3	$345K	Buy	3,060 +90	+3%	+$9.88K	0.08%	204
2024 Q2	$336K	Hold	2,970	–	–	0.08%	186
2024 Q1	$309K	Buy	+2,970	New	+$300K	0.08%	201

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

Holderness Investments Company's XLK Position: Q1 2026 in Review

Holderness Investments Company increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q1 2026, buying an estimated $120K and bringing the position to 5,391 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #132.

Holderness Investments Company first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Holderness Investments Company held 5,391 shares of State Street Technology Select Sector SPDR ETF worth $717K as of Q1 2026.
Holderness Investments Company bought 855 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $120K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Holderness Investments Company's portfolio in Q1 2026, its #132 holding.
Holderness Investments Company first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.