InvesTrust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

InvesTrust’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	–	Sell	-2,040	Closed	-$294K	–	94
2025 Q4	$294K	Hold	2,040	–	–	0.11%	89
2025 Q3	$287K	Hold	2,040	–	–	0.11%	92
2025 Q2	$258K	Hold	2,040	–	–	0.1%	91
2025 Q1	$211K	Hold	2,040	–	–	0.06%	91
2024 Q4	$239K	Buy	+2,040	New	+$237K	0.07%	93

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

InvesTrust's XLK Position: Q1 2026 in Review

InvesTrust sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 2,040 shares — an estimated $294K sold.

InvesTrust first reported a position in XLK in Q4 2024 and held it in 5 quarters. The position peaked at $294K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

InvesTrust reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
InvesTrust sold 2,040 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $294K.
InvesTrust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
InvesTrust's State Street Technology Select Sector SPDR ETF position peaked at $294K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on InvesTrust's 13F filing for Q1 2026, filed 7 Apr 2026.