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

Loudon 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	$12.7M	Buy	66,455 +4,023	+6%	+$687K	6.22%	1
2026 Q1	$8.3M	Sell	62,432 -4,614	-7%	-$650K	4.47%	2
2025 Q4	$9.65M	Sell	67,046 -786	-1%	-$114K	5.04%	2
2025 Q3	$9.56M	Buy	67,832 +2,970	+5%	+$393K	5.01%	2
2025 Q2	$8.21M	Buy	64,862 +926	+1%	+$103K	4.54%	2
2025 Q1	$6.6M	Buy	63,936 +360	+0.6%	+$40.8K	3.77%	4
2024 Q4	$7.39M	Sell	63,576 -140	-0.2%	-$16.3K	4.2%	2
2024 Q3	$7.19M	Buy	63,716 +230	+0.4%	+$25.2K	3.94%	2
2024 Q2	$7.18M	Hold	63,486	–	–	4.22%	3
2024 Q1	$6.61M	Sell	63,486 -20	-0%	-$2.02K	3.8%	3
2023 Q4	$6.11M	Sell	63,506 -280	-0.4%	-$24.9K	3.78%	2
2023 Q3	$5.23M	Sell	63,786 -68	-0.1%	-$5.83K	3.6%	3
2023 Q2	$5.55M	Sell	63,854 -690	-1%	-$54.4K	3.66%	3
2023 Q1	$4.87M	Sell	64,544 -2,200	-3%	-$151K	3.38%	4
2022 Q4	$4.15M	Sell	66,744 -4,154	-6%	-$264K	3%	6
2022 Q3	$4.21M	Sell	70,898 -2,480	-3%	-$169K	3.35%	6
2022 Q2	$4.66M	Sell	73,378 -1,968	-3%	-$137K	3.5%	5
2022 Q1	$5.99M	Sell	75,346 -968	-1%	-$76K	3.94%	3
2021 Q4	$6.63M	Sell	76,314 -1,910	-2%	-$157K	4.23%	4
2021 Q3	$5.84M	Sell	78,224 -1,308	-2%	-$101K	4.15%	2
2021 Q2	$5.87M	Buy	+79,532	New	+$5.57M	4%	2

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Loudon Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q2 2026, buying an estimated $687K and bringing the position to 66,455 shares worth $12.7M. The position accounts for 6.22% of the portfolio, ranked #1.

Loudon Investment Management first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Loudon Investment Management held 66,455 shares of State Street Technology Select Sector SPDR ETF worth $12.7M as of Q2 2026.
Loudon Investment Management bought 4,023 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $687K.
State Street Technology Select Sector SPDR ETF made up 6.22% of Loudon Investment Management's portfolio in Q2 2026, its #1 holding.
Loudon Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.