Interchange Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Interchange Capital 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 Q3	$270K	Sell	1,378 -1	-0.1%	-$185	0.05%	344
2026 Q2	$263K	Buy	+1,379	New	+$236K	0.05%	336
2024 Q3	–	Sell	-2,086	Closed	-$236K	–	313
2024 Q2	$236K	Buy	+2,086	New	+$220K	0.09%	231
2023 Q2	–	Sell	-6,736	Closed	-$507K	–	234
2023 Q1	$507K	Buy	6,736 +3,290	+95%	+$226K	0.28%	91
2022 Q4	$214K	Sell	3,446 -1,284	-27%	-$81.5K	0.22%	117
2022 Q3	$280K	Sell	4,730 -352	-7%	-$24K	0.31%	92
2022 Q2	$323K	Sell	5,082 -1,412	-22%	-$98.4K	0.36%	89
2022 Q1	$516K	Buy	6,494 +2,234	+52%	+$175K	0.53%	58
2021 Q4	$370K	Buy	+4,260	New	+$351K	0.37%	91
2021 Q2	–	Sell	-3,954	Closed	-$262K	–	225
2021 Q1	$262K	Buy	3,954 +1,650	+72%	+$109K	0.14%	185
2020 Q4	$149K	Buy	+2,304	New	+$140K	0.08%	249

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Interchange Capital Partners's XLK Position: Q3 2026 in Review

Interchange Capital Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.07% in Q3 2026, selling an estimated $185 and leaving 1,378 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #344.

Interchange Capital Partners first reported a position in XLK in Q4 2020 and has held it in 11 quarters since. The position peaked at $516K in Q1 2022. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Interchange Capital Partners held 1,378 shares of State Street Technology Select Sector SPDR ETF worth $270K as of Q3 2026.
Interchange Capital Partners sold 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
State Street Technology Select Sector SPDR ETF made up 0.05% of Interchange Capital Partners's portfolio in Q3 2026, its #344 holding.
Interchange Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Interchange Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $516K in Q1 2022.
1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.