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Newman Dignan & Sheerar Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.93M Buy
10,121
+1
+0% +$171 0.37% 58
2026
Q1 		$1.34M Buy
10,120
+2
+0% +$282 0.28% 67
2025
Q4 		$1.46M Sell
10,118
-200
-2% -$28.9K 0.3% 63
2025
Q3 		$1.45M Buy
10,318
+2
+0% +$265 0.31% 64
2025
Q2 		$1.31M Buy
10,316
+470
+5% +$52.2K 0.3% 68
2025
Q1 		$1.02M Sell
9,846
-398
-4% -$45.1K 0.28% 74
2024
Q4 		$1.19M Hold
10,244
– – 0.31% 70
2024
Q3 		$1.18M Sell
10,244
-74
-0.7% -$8.12K 0.28% 75
2024
Q2 		$1.17M Sell
10,318
-138
-1% -$14.5K 0.3% 77
2024
Q1 		$1.09M Sell
10,456
-158
-1% -$16K 0.29% 81
2023
Q4 		$1.02M Sell
10,614
-540
-5% -$48.1K 0.31% 82
2023
Q3 		$914K Buy
11,154
+38
+0.3% +$3.26K 0.3% 78
2023
Q2 		$966K Buy
11,116
+396
+4% +$31.2K 0.3% 81
2023
Q1 		$809K Sell
10,720
-260
-2% -$17.9K 0.26% 88
2022
Q4 		$683K Sell
10,980
-806
-7% -$51.2K 0.23% 97
2022
Q3 		$700 Buy
11,786
+200
+2% +$13.6K 0.11% 89
2022
Q2 		$736K Buy
11,586
+2
+0% +$139 0.25% 91
2022
Q1 		$921 Buy
11,584
+148
+1% +$11.6K 0.18% 81
2021
Q4 		$994K Sell
11,436
-78
-0.7% -$6.42K 0.3% 83
2021
Q3 		$860K Hold
11,514
– – 0.25% 83
2021
Q2 		$850K Buy
11,514
+2
+0% +$140 0.29% 81
2021
Q1 		$764K Buy
11,512
+2
+0% +$132 0.28% 82
2020
Q4 		$748 Buy
11,510
+678
+6% +$41.3K 0.12% 82
2020
Q3 		$632K Buy
10,832
+84
+0.8% +$4.75K 0.26% 83
2020
Q2 		$579K Sell
10,748
-218
-2% -$10.3K 0.25% 83
2020
Q1 		$477K Buy
10,966
+814
+8% +$37.2K 0.25% 81
2019
Q4 		$465 Sell
10,152
-198
-2% -$8.47K 0.05% 102
2019
Q3 		$417K Sell
10,350
-118
-1% -$4.72K 0.2% 105
2019
Q2 		$408 Hold
10,468
– – 0.01% 113
2019
Q1 		$387K Buy
10,468
+434
+4% +$14.8K 0.16% 106
2018
Q4 		$311 Buy
10,034
+402
+4% +$13.6K 0.03% 113
2018
Q3 		$355K Buy
9,632
+2
+0% +$73 0.16% 117
2018
Q2 		$334 Buy
9,630
+718
+8% +$24.6K 0.02% 122
2018
Q1 		$296K Buy
8,912
+116
+1% +$3.9K 0.15% 128
2017
Q4 		$281K Buy
8,796
+7,902
+884% +$248K 0.14% 139
2017
Q3 		$264K Sell
894
-7,528
-89% -$217K 0.14% 137
2017
Q2 		$230K Hold
8,422
– – 0.13% 144
2017
Q1 		$224 Buy
+8,422
New +$217K 0.1% 142

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Newman Dignan & Sheerar Inc's XLK Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, buying an estimated $171 and bringing the position to 10,121 shares worth $1.93M. The position accounts for 0.37% of the portfolio, ranked #58.

Newman Dignan & Sheerar Inc first reported a position in XLK in Q1 2017 and has held it in 38 quarters since. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 10,121 shares of State Street Technology Select Sector SPDR ETF worth $1.93M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
  • State Street Technology Select Sector SPDR ETF made up 0.37% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #58 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
  • 754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.