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Means Investment Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Means Investment Company’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
Q1 		$324K Sell
2,438
-179
-7% -$25.2K 0.03% 157
2025
Q4 		$377K Sell
2,617
-125
-5% -$18.1K 0.03% 140
2025
Q3 		$386K Sell
2,742
-18
-0.7% -$2.38K 0.03% 144
2025
Q2 		$350K Sell
2,760
-32
-1% -$3.55K 0.03% 151
2025
Q1 		$288K Sell
2,792
-788
-22% -$89.3K 0.03% 158
2024
Q4 		$416K Buy
3,580
+66
+2% +$7.68K 0.04% 144
2024
Q3 		$397K Sell
3,514
-156
-4% -$17.1K 0.04% 146
2024
Q2 		$415K Sell
3,670
-84
-2% -$8.85K 0.05% 134
2024
Q1 		$391K Sell
3,754
-158
-4% -$16K 0.05% 140
2023
Q4 		$376K Sell
3,912
-1,058
-21% -$94.2K 0.05% 141
2023
Q3 		$407K Buy
4,970
+318
+7% +$27.3K 0.07% 133
2023
Q2 		$404K Sell
4,652
-2
-0% -$158 0.06% 133
2023
Q1 		$351K Sell
4,654
-88
-2% -$6.06K 0.06% 143
2022
Q4 		$295K Buy
+4,742
New +$301K 0.06% 156

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Means Investment Company's XLK Position: Q1 2026 in Review

Means Investment Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.8% in Q1 2026, selling an estimated $25.2K and leaving 2,438 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #157.

Means Investment Company first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $416K in Q4 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Means Investment Company held 2,438 shares of State Street Technology Select Sector SPDR ETF worth $324K as of Q1 2026.
  • Means Investment Company sold 179 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $25.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #157 holding.
  • Means Investment Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Means Investment Company's State Street Technology Select Sector SPDR ETF position peaked at $416K in Q4 2024.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.