Matrix Private Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Matrix Private Capital Group’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	$116K	Buy	610 +81	+15%	+$13.8K	0.05%	104
2026 Q1	$70.3K	Hold	529	–	–	0.03%	108
2025 Q4	$76.1K	Buy	529 +1	+0.2%	+$144	0.04%	110
2025 Q3	$74.5K	Hold	528	–	–	0.04%	106
2025 Q2	$66.9K	Sell	528 -108	-17%	-$12K	0.04%	110
2025 Q1	$65.7K	Hold	636	–	–	0.04%	115
2024 Q4	$73.9K	Hold	636	–	–	0.04%	123
2024 Q3	$71.8K	Buy	636 +88	+16%	+$9.66K	0.04%	125
2024 Q2	$62K	Hold	548	–	–	0.04%	127
2024 Q1	$57.1K	Hold	548	–	–	0.04%	123
2023 Q4	$52.7K	Sell	548 -334	-38%	-$29.7K	0.04%	122
2023 Q3	$72.3K	Sell	882 -1,270	-59%	-$109K	0.05%	128
2023 Q2	$187K	Sell	2,152 -3,684	-63%	-$290K	0.14%	110
2023 Q1	$441K	Sell	5,836 -728	-11%	-$50.1K	0.31%	62
2022 Q4	$408K	Sell	6,564 -3,556	-35%	-$226K	0.27%	78
2022 Q3	$601K	Buy	10,120 +1,306	+15%	+$89.1K	0.41%	50
2022 Q2	$560K	Buy	8,814 +1,142	+15%	+$79.5K	0.32%	73
2022 Q1	$610K	Sell	7,672 -5,496	-42%	-$431K	0.3%	70
2021 Q4	$1.15M	Sell	13,168 -1,804	-12%	-$149K	0.54%	41
2021 Q3	$1.12M	Buy	14,972 +14,462	+2,836%	+$1.12M	0.59%	39
2021 Q2	$38K	Sell	510 -13,506	-96%	-$946K	0.02%	215
2021 Q1	$931K	Buy	14,016 +4,170	+42%	+$275K	0.56%	42
2020 Q4	$640K	Buy	+9,846	New	+$600K	0.46%	58

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

Matrix Private Capital Group's XLK Position: Q2 2026 in Review

Matrix Private Capital Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, buying an estimated $13.8K and bringing the position to 610 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #104.

Matrix Private Capital Group first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2021. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Matrix Private Capital Group held 610 shares of State Street Technology Select Sector SPDR ETF worth $116K as of Q2 2026.
Matrix Private Capital Group bought 81 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Matrix Private Capital Group's portfolio in Q2 2026, its #104 holding.
Matrix Private Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Matrix Private Capital Group's State Street Technology Select Sector SPDR ETF position peaked at $1.15M in Q4 2021.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.