McMorgan & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

McMorgan & Co’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	$414K	Sell	2,175 -524	-19%	-$89.5K	0.06%	24
2026 Q1	$359K	Buy	2,699 +1,124	+71%	+$158K	0.06%	25
2025 Q4	$227K	Sell	1,575 -931	-37%	-$134K	0.04%	40
2025 Q3	$353K	Sell	2,506 -106,232	-98%	-$14.1M	0.05%	58
2025 Q2	$13.8M	Buy	108,738 +946	+0.9%	+$105K	2.03%	15
2025 Q1	$11.1M	Buy	107,792 +2,886	+3%	+$327K	1.78%	16
2024 Q4	$12.2M	Sell	104,906 -7,806	-7%	-$908K	1.89%	13
2024 Q3	$12.7M	Sell	112,712 -6,008	-5%	-$660K	1.96%	14
2024 Q2	$13.4M	Sell	118,720 -2,540	-2%	-$267K	2.13%	12
2024 Q1	$12.6M	Buy	121,260 +6	+0%	+$607	2.17%	10
2023 Q4	$11.7M	Buy	121,254 +37,368	+45%	+$3.33M	1.94%	12
2023 Q3	$6.88M	Buy	83,886 +258	+0.3%	+$22.1K	1.27%	12
2023 Q2	$7.27M	Sell	83,628 -7,902	-9%	-$623K	1.37%	12
2023 Q1	$6.91M	Buy	+91,530	New	+$6.3M	1.42%	10

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

McMorgan & Co's XLK Position: Q2 2026 in Review

McMorgan & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, selling an estimated $89.5K and leaving 2,175 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #24.

McMorgan & Co first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.8M in Q2 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

McMorgan & Co held 2,175 shares of State Street Technology Select Sector SPDR ETF worth $414K as of Q2 2026.
McMorgan & Co sold 524 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $89.5K.
State Street Technology Select Sector SPDR ETF made up 0.06% of McMorgan & Co's portfolio in Q2 2026, its #24 holding.
McMorgan & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
McMorgan & Co's State Street Technology Select Sector SPDR ETF position peaked at $13.8M in Q2 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.