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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Interchange Capital Partners's XLK Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,379 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #336 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in XLK as recently as Q2 2024.

Interchange Capital Partners first reported a position in XLK in Q4 2020 and has held it in 10 quarters since. The position peaked at $516K in Q1 2022. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Interchange Capital Partners held 1,379 shares of State Street Technology Select Sector SPDR ETF worth $263K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Interchange Capital Partners position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #336 holding.
Interchange Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Interchange Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $516K in Q1 2022.
587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.