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

Nelson 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	$38.2M	Buy	200,639 +3,122	+2%	+$533K	4.19%	4
2026 Q1	$26.3M	Buy	197,517 +34,429	+21%	+$4.85M	3.2%	4
2025 Q4	$23.5M	Buy	163,088 +26,054	+19%	+$3.76M	2.75%	8
2025 Q3	$19.3M	Buy	137,034 +6,890	+5%	+$912K	2.3%	9
2025 Q2	$16.5M	Buy	130,144 +1,220	+0.9%	+$135K	2.18%	8
2025 Q1	$13.3M	Buy	128,924 +9,340	+8%	+$1.06M	2.3%	9
2024 Q4	$13.9M	Buy	119,584 +3,898	+3%	+$454K	2.3%	10
2024 Q3	$13.1M	Buy	115,686 +30,380	+36%	+$3.33M	2.2%	10
2024 Q2	$9.65M	Buy	85,306 +1,472	+2%	+$155K	1.71%	13
2024 Q1	$8.73M	Buy	83,834 +3,518	+4%	+$356K	1.67%	13
2023 Q4	$7.73M	Buy	80,316 +22,590	+39%	+$2.01M	1.73%	13
2023 Q3	$4.73M	Buy	57,726 +6,254	+12%	+$536K	1.16%	28
2023 Q2	$4.47M	Buy	51,472 +194	+0.4%	+$15.3K	1.16%	27
2023 Q1	$3.87M	Buy	51,278 +530	+1%	+$36.5K	1.1%	32
2022 Q4	$3.16M	Buy	50,748 +1,060	+2%	+$67.3K	0.93%	45
2022 Q3	$2.95M	Sell	49,688 -532	-1%	-$36.3K	0.87%	44
2022 Q2	$3.19M	Sell	50,220 -1,876	-4%	-$131K	0.88%	41
2022 Q1	$4.14M	Sell	52,096 -874	-2%	-$68.6K	0.81%	42
2021 Q4	$4.61M	Sell	52,970 -2,950	-5%	-$243K	0.85%	40
2021 Q3	$4.17M	Sell	55,920 -12	-0%	-$926	0.83%	37
2021 Q2	$4.13M	Sell	55,932 -2,508	-4%	-$176K	0.84%	37
2021 Q1	$3.88M	Sell	58,440 -3,296	-5%	-$218K	0.83%	39
2020 Q4	$4.01M	Sell	61,736 -32,040	-34%	-$1.95M	0.86%	38
2020 Q3	$5.47M	Buy	93,776 +7,118	+8%	+$402K	0.96%	37
2020 Q2	$4.53M	Sell	86,658 -606	-0.7%	-$28.5K	0.99%	38
2020 Q1	$3.51M	Buy	87,264 +942	+1%	+$43K	0.94%	40
2019 Q4	$3.96M	Sell	86,322 -3,758	-4%	-$161K	0.83%	48
2019 Q3	$3.63M	Buy	90,080 +1,204	+1%	+$48.2K	0.86%	44
2019 Q2	$3.47M	Sell	88,876 -14,132	-14%	-$539K	0.82%	45
2019 Q1	$3.81M	Sell	103,008 -4,260	-4%	-$146K	0.95%	41
2018 Q4	$3.32M	Sell	107,268 -46,600	-30%	-$1.58M	0.93%	42
2018 Q3	$5.79M	Buy	153,868 +1,956	+1%	+$71.7K	1.33%	34
2018 Q2	$5.28M	Buy	151,912 +490	+0.3%	+$16.8K	1.36%	32
2018 Q1	$4.95M	Buy	151,422 +2,620	+2%	+$88K	1.28%	38
2017 Q4	$4.76M	Buy	148,802 +1,260	+0.9%	+$39.5K	1.48%	37
2017 Q3	$4.36M	Buy	147,542 +1,028	+0.7%	+$29.6K	1.44%	37
2017 Q2	$4.01M	Buy	146,514 +1,870	+1%	+$51.5K	1.36%	38
2017 Q1	$3.85M	Buy	144,644 +7,148	+5%	+$184K	1.3%	42
2016 Q4	$3.33M	Sell	137,496 -1,884	-1%	-$45K	1.16%	42
2016 Q3	$3.33M	Buy	139,380 +2,382	+2%	+$55.3K	1.18%	42
2016 Q2	$2.97M	Buy	136,998 +2,076	+2%	+$45K	1.12%	41
2016 Q1	$2.99M	Sell	134,922 -820	-0.6%	-$16.9K	1.13%	41
2015 Q4	$2.91M	Sell	135,742 -2,928	-2%	-$63.1K	1.12%	40
2015 Q3	$2.74M	Buy	138,670 +1,534	+1%	+$31.6K	1.05%	43
2015 Q2	$2.84M	Sell	137,136 -4,340	-3%	-$92.6K	1.03%	43
2015 Q1	$2.93M	Buy	141,476 +186	+0.1%	+$3.88K	1.06%	40
2014 Q4	$2.92M	Buy	141,290 +1,730	+1%	+$35.1K	1.08%	38
2014 Q3	$2.78M	Buy	139,560 +2,200	+2%	+$43.6K	1.05%	40
2014 Q2	$2.63M	Buy	137,360 +5,384	+4%	+$99.7K	1.05%	38
2014 Q1	$2.4M	Sell	131,976 -644	-0.5%	-$11.5K	1.05%	39
2013 Q4	$2.37M	Sell	132,620 -2,280	-2%	-$38.6K	1.05%	39
2013 Q3	$2.16M	Buy	134,900 +3,320	+3%	+$52.9K	1.03%	39
2013 Q2	$2.01M	Buy	+131,580	New	+$2.04M	1.03%	39

Other funds holding XLK

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Nelson Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2026, buying an estimated $533K and bringing the position to 200,639 shares worth $38.2M. The position accounts for 4.19% of the portfolio, ranked #4.

Nelson Capital Management first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Nelson Capital Management held 200,639 shares of State Street Technology Select Sector SPDR ETF worth $38.2M as of Q2 2026.
Nelson Capital Management bought 3,122 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $533K.
State Street Technology Select Sector SPDR ETF made up 4.19% of Nelson Capital Management's portfolio in Q2 2026, its #4 holding.
Nelson Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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