Narwhal Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Narwhal Capital 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	$8M	Hold	42,000	–	–	0.55%	44
2026 Q1	$5.58M	Hold	42,000	–	–	0.41%	56
2025 Q4	$6.05M	Hold	42,000	–	–	0.44%	51
2025 Q3	$5.92M	Hold	42,000	–	–	0.44%	51
2025 Q2	$5.32M	Hold	42,000	–	–	0.43%	56
2025 Q1	$4.34M	Hold	42,000	–	–	0.39%	59
2024 Q4	$4.88M	Hold	42,000	–	–	0.43%	55
2024 Q3	$4.74M	Hold	42,000	–	–	0.43%	54
2024 Q2	$4.75M	Hold	42,000	–	–	0.45%	54
2024 Q1	$4.37M	Sell	42,000 -98	-0.2%	-$9.91K	0.43%	59
2023 Q4	$4.05M	Hold	42,098	–	–	0.44%	61
2023 Q3	$3.45M	Hold	42,098	–	–	0.42%	63
2023 Q2	$3.66M	Sell	42,098 -18	-0%	-$1.42K	0.43%	62
2023 Q1	$3.18M	Hold	42,116	–	–	0.4%	65
2022 Q4	$2.62M	Hold	42,116	–	–	0.35%	68
2022 Q3	$2.5M	Buy	42,116 +18	+0%	+$1.23K	0.36%	70
2022 Q2	$2.68M	Hold	42,098	–	–	0.37%	66
2022 Q1	$3.35M	Sell	42,098 -80	-0.2%	-$6.28K	0.39%	63
2021 Q4	$3.67M	Buy	42,178 +78	+0.2%	+$6.42K	0.42%	63
2021 Q3	$3.14M	Sell	42,100 -52	-0.1%	-$4.01K	0.4%	60
2021 Q2	$3.11M	Sell	42,152 -10	-0%	-$700	0.39%	62
2021 Q1	$2.8M	Sell	42,162 -16,030	-28%	-$1.06M	0.38%	62
2020 Q4	$3.78M	Buy	58,192 +2,000	+4%	+$122K	0.54%	52
2020 Q3	$3.28M	Sell	56,192 -2,010	-3%	-$114K	0.53%	57
2020 Q2	$3.04M	Hold	58,202	–	–	0.53%	55
2020 Q1	$2.34M	Sell	58,202 -26	-0%	-$1.19K	0.5%	54
2019 Q4	$2.67M	Buy	58,228 +5,950	+11%	+$255K	0.49%	57
2019 Q3	$2.1M	Buy	+52,278	New	+$2.09M	0.42%	61

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Narwhal Capital Management's XLK Position: Q2 2026 in Review

Narwhal Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 42,000 shares worth $8M. The position accounts for 0.55% of the portfolio, ranked #44.

Narwhal Capital Management first reported a position in XLK in Q3 2019 and has held it in 28 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Narwhal Capital Management held 42,000 shares of State Street Technology Select Sector SPDR ETF worth $8M as of Q2 2026.
Narwhal Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.55% of Narwhal Capital Management's portfolio in Q2 2026, its #44 holding.
Narwhal Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.