Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $897K | Hold |
4,708
| – | – | 0.01% | 190 |
|
|
2026
Q1 | $671K | Hold |
4,708
| – | – | 0.01% | 205 |
|
|
2025
Q4 | $697K | Hold |
4,708
| – | – | 0.01% | 204 |
|
|
2025
Q3 | $681K | Hold |
4,708
| – | – | 0.01% | 208 |
|
|
2025
Q2 | $596K | Hold |
4,708
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $466K | Hold |
4,708
| – | – | ﹤0.01% | 214 |
|
|
2024
Q4 | $536K | Hold |
4,708
| – | – | ﹤0.01% | 210 |
|
|
2024
Q3 | $539K | Hold |
4,708
| – | – | ﹤0.01% | 210 |
|
|
2024
Q2 | $550K | Hold |
4,708
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $457K | Hold |
4,708
| – | – | ﹤0.01% | 205 |
|
|
2023
Q4 | $465K | Hold |
4,708
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $400K | Sell |
4,708
-396
| -8% | -$34K | ﹤0.01% | 216 |
|
|
2023
Q2 | $444K | Hold |
5,104
| – | – | ﹤0.01% | 219 |
|
|
2023
Q1 | $385K | Hold |
5,104
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $318K | Hold |
5,104
| – | – | ﹤0.01% | 238 |
|
|
2022
Q3 | $303K | Sell |
5,104
-760
| -13% | -$51.9K | ﹤0.01% | 248 |
|
|
2022
Q2 | $373K | Hold |
5,864
| – | – | ﹤0.01% | 232 |
|
|
2022
Q1 | $466K | Hold |
5,864
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $510K | Sell |
5,864
-736
| -11% | -$60.6K | ﹤0.01% | 225 |
|
|
2021
Q3 | $493K | Hold |
6,600
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $487K | Hold |
6,600
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $438K | Hold |
6,600
| – | – | ﹤0.01% | 224 |
|
|
2020
Q4 | $429K | Hold |
6,600
| – | – | ﹤0.01% | 221 |
|
|
2020
Q3 | $385K | Hold |
6,600
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $345K | Hold |
6,600
| – | – | ﹤0.01% | 205 |
|
|
2020
Q1 | $265K | Hold |
6,600
| – | – | ﹤0.01% | 219 |
|
|
2019
Q4 | $303K | Hold |
6,600
| – | – | ﹤0.01% | 230 |
|
|
2019
Q3 | $266K | Hold |
6,600
| – | – | ﹤0.01% | 234 |
|
|
2019
Q2 | $258K | Hold |
6,600
| – | – | ﹤0.01% | 239 |
|
|
2019
Q1 | $244K | Hold |
6,600
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $205K | Hold |
6,600
| – | – | ﹤0.01% | 248 |
|
|
2018
Q3 | $249K | Hold |
6,600
| – | – | ﹤0.01% | 249 |
|
|
2018
Q2 | $229K | Hold |
6,600
| – | – | ﹤0.01% | 263 |
|
|
2018
Q1 | $216K | Hold |
6,600
| – | – | ﹤0.01% | 269 |
|
|
2017
Q4 | $211K | Hold |
6,600
| – | – | ﹤0.01% | 280 |
|
|
2017
Q3 | $195K | Hold |
6,600
| – | – | ﹤0.01% | 283 |
|
|
2017
Q2 | $189K | Hold |
6,600
| – | – | ﹤0.01% | 278 |
|
|
2017
Q1 | $176K | Hold |
6,600
| – | – | ﹤0.01% | 286 |
|
|
2016
Q4 | $160K | Hold |
6,600
| – | – | ﹤0.01% | 291 |
|
|
2016
Q3 | $158K | Hold |
6,600
| – | – | ﹤0.01% | 286 |
|
|
2016
Q2 | $143K | Hold |
6,600
| – | – | ﹤0.01% | 293 |
|
|
2016
Q1 | $146K | Hold |
6,600
| – | – | ﹤0.01% | 276 |
|
|
2015
Q4 | $141K | Buy |
+6,600
| New | +$142K | ﹤0.01% | 303 |
|
Other funds holding XLK
WA
AM
Loring Wolcott & Coolidge Fiduciary Advisors's XLK Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,708 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #190.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLK in Q4 2015 and has held it in 43 quarters since. 1,894 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 4,708 shares of State Street Technology Select Sector SPDR ETF worth $897K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Technology Select Sector SPDR ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #190 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
- 1,894 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.