Hudson Value Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hudson Value Partners’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	$4.47M	Buy	23,460 +110	+0.5%	+$18.8K	1.12%	33
2026 Q1	$3.1M	Sell	23,350 -2,936	-11%	-$414K	0.93%	37
2025 Q4	$3.79M	Buy	26,286 +176	+0.7%	+$25.4K	1.13%	33
2025 Q3	$3.68M	Buy	26,110 +1,536	+6%	+$203K	1.14%	31
2025 Q2	$3.11M	Sell	24,574 -2,550	-9%	-$283K	1.07%	35
2025 Q1	$2.8M	Buy	27,124 +360	+1%	+$40.8K	1.05%	35
2024 Q4	$3.12M	Buy	26,764 +1,448	+6%	+$168K	1.16%	32
2024 Q3	$2.86M	Buy	25,316 +4,422	+21%	+$485K	1.11%	31
2024 Q2	$2.36M	Buy	20,894 +902	+5%	+$95K	1%	33
2024 Q1	$2.08M	Buy	19,992 +1,308	+7%	+$132K	0.88%	37
2023 Q4	$1.8M	Buy	18,684 +2,572	+16%	+$229K	0.84%	38
2023 Q3	$1.32M	Buy	16,112 +650	+4%	+$55.7K	0.69%	45
2023 Q2	$1.34M	Buy	15,462 +2,960	+24%	+$233K	0.68%	44
2023 Q1	$944K	Sell	12,502 -8	-0.1%	-$551	0.54%	55
2022 Q4	$778K	Sell	12,510 -1,656	-12%	-$105K	0.48%	60
2022 Q3	$841K	Sell	14,166 -110	-0.8%	-$7.51K	0.57%	50
2022 Q2	$907K	Sell	14,276 -984	-6%	-$68.5K	0.58%	51
2022 Q1	$1.21M	Buy	15,260 +10	+0.1%	+$785	0.62%	50
2021 Q4	$1.33M	Buy	15,250 +230	+2%	+$18.9K	0.64%	50
2021 Q3	$1.12M	Buy	15,020 +110	+0.7%	+$8.49K	0.62%	52
2021 Q2	$1.1M	Sell	14,910 -2,150	-13%	-$151K	0.61%	58
2021 Q1	$1.13M	Buy	17,060 +2,098	+14%	+$138K	0.68%	51
2020 Q4	$971K	Buy	+14,962	New	+$911K	0.65%	51

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

Hudson Value Partners's XLK Position: Q2 2026 in Review

Hudson Value Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.47% in Q2 2026, buying an estimated $18.8K and bringing the position to 23,460 shares worth $4.47M. The position accounts for 1.12% of the portfolio, ranked #33.

Hudson Value Partners first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Hudson Value Partners held 23,460 shares of State Street Technology Select Sector SPDR ETF worth $4.47M as of Q2 2026.
Hudson Value Partners bought 110 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8K.
State Street Technology Select Sector SPDR ETF made up 1.12% of Hudson Value Partners's portfolio in Q2 2026, its #33 holding.
Hudson Value Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.