Marietta Investment Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Marietta Investment 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	$464K	Hold	2,434	–	–	0.08%	133
2026 Q1	$323K	Hold	2,434	–	–	0.06%	134
2025 Q4	$350K	Hold	2,434	–	–	0.07%	133
2025 Q3	$343K	Buy	+2,434	New	+$322K	0.07%	145
2016 Q1	–	Sell	-23,636	Closed	-$506K	–	142
2015 Q4	$506K	Hold	23,636	–	–	0.2%	89
2015 Q3	$522K	Sell	23,636 -312	-1%	-$6.43K	0.2%	86
2015 Q2	$496K	Buy	23,948 +496	+2%	+$10.6K	0.19%	86
2015 Q1	$486K	Hold	23,452	–	–	0.19%	84
2014 Q4	$485K	Hold	23,452	–	–	0.19%	86
2014 Q3	$468K	Hold	23,452	–	–	0.21%	70
2014 Q2	$450K	Buy	23,452 +240	+1%	+$4.44K	0.19%	76
2014 Q1	$422K	Buy	23,212 +612	+3%	+$10.9K	0.16%	89
2013 Q4	$404K	Hold	22,600	–	–	0.15%	97
2013 Q3	$362K	Hold	22,600	–	–	0.14%	100
2013 Q2	$346K	Buy	+22,600	New	+$350K	0.15%	102

Other funds holding XLK

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Marietta Investment Partners's XLK Position: Q2 2026 in Review

Marietta Investment Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,434 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #133.

Marietta Investment Partners first reported a position in XLK in Q2 2013 and has held it in 15 quarters since. The position peaked at $522K in Q3 2015. 2,445 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Marietta Investment Partners held 2,434 shares of State Street Technology Select Sector SPDR ETF worth $464K as of Q2 2026.
Marietta Investment Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Marietta Investment Partners's portfolio in Q2 2026, its #133 holding.
Marietta Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Marietta Investment Partners's State Street Technology Select Sector SPDR ETF position peaked at $522K in Q3 2015.
2,445 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.