Leavell Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Leavell Investment Management’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	$787K	Buy	4,130 +69	+2%	+$11.8K	0.03%	360
2026 Q1	$540K	Sell	4,061 -555	-12%	-$78.2K	0.02%	407
2025 Q4	$665K	Hold	4,616	–	–	0.03%	355
2025 Q3	$651K	Sell	4,616 -10	-0.2%	-$1.32K	0.03%	369
2025 Q2	$586K	Sell	4,626 -180	-4%	-$20K	0.03%	374
2025 Q1	$496K	Sell	4,806 -970	-17%	-$110K	0.02%	383
2024 Q4	$672K	Buy	5,776 +88	+2%	+$10.2K	0.03%	332
2024 Q3	$642K	Sell	5,688 -116	-2%	-$12.7K	0.03%	347
2024 Q2	$657K	Hold	5,804	–	–	0.04%	322
2024 Q1	$604K	Buy	5,804 +790	+16%	+$79.9K	0.03%	324
2023 Q4	$483K	Buy	5,014 +38	+0.8%	+$3.38K	0.03%	336
2023 Q3	$408K	Sell	4,976 -988	-17%	-$84.7K	0.03%	353
2023 Q2	$518K	Buy	5,964 +68	+1%	+$5.36K	0.04%	327
2023 Q1	$445K	Sell	5,896 -74	-1%	-$5.09K	0.03%	335
2022 Q4	$371K	Buy	5,970 +8	+0.1%	+$508	0.03%	349
2022 Q3	$354K	Buy	5,962 +74	+1%	+$5.05K	0.03%	353
2022 Q2	$374K	Buy	5,888 +598	+11%	+$41.7K	0.03%	345
2022 Q1	$420K	Hold	5,290	–	–	0.03%	334
2021 Q4	$460K	Sell	5,290 -800	-13%	-$65.9K	0.03%	327
2021 Q3	$455K	Sell	6,090 -5,000	-45%	-$386K	0.03%	304
2021 Q2	$736K	Hold	11,090	–	–	0.06%	244
2021 Q1	$736K	Hold	11,090	–	–	0.06%	244
2020 Q4	$721K	Buy	11,090 +5,000	+82%	+$305K	0.06%	236
2020 Q3	$355K	Hold	6,090	–	–	0.03%	297
2020 Q2	$318K	Hold	6,090	–	–	0.03%	303
2020 Q1	$245K	Hold	6,090	–	–	0.03%	316
2019 Q4	$279K	Hold	6,090	–	–	0.03%	337
2019 Q3	$245K	Hold	6,090	–	–	0.03%	351
2019 Q2	$238K	Hold	6,090	–	–	0.03%	352
2019 Q1	$225K	Buy	+6,090	New	+$208K	0.03%	351

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leavell Investment Management's XLK Position: Q2 2026 in Review

Leavell Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,130 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #360.

Leavell Investment Management first reported a position in XLK in Q1 2019 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Leavell Investment Management held 4,130 shares of State Street Technology Select Sector SPDR ETF worth $787K as of Q2 2026.
Leavell Investment Management bought 69 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #360 holding.
Leavell Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.