Northeast Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Northeast Investment 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	$1.31M	Buy	6,876 +1,600	+30%	+$273K	0.05%	105
2026 Q1	$701K	Hold	5,276	–	–	0.03%	124
2025 Q4	$760K	Hold	5,276	–	–	0.03%	125
2025 Q3	$744K	Sell	5,276 -24	-0.5%	-$3.18K	0.03%	117
2025 Q2	$671K	Buy	5,300 +62	+1%	+$6.88K	0.03%	118
2025 Q1	$541K	Hold	5,238	–	–	0.03%	124
2024 Q4	$609K	Sell	5,238 -122	-2%	-$14.2K	0.03%	123
2024 Q3	$605K	Buy	5,360 +42	+0.8%	+$4.61K	0.03%	127
2024 Q2	$602K	Buy	5,318 +46	+0.9%	+$4.84K	0.03%	126
2024 Q1	$549K	Buy	5,272 +372	+8%	+$37.6K	0.03%	132
2023 Q4	$472K	Sell	4,900 -382	-7%	-$34K	0.03%	132
2023 Q3	$433K	Buy	5,282 +500	+10%	+$42.9K	0.03%	135
2023 Q2	$416K	Hold	4,782	–	–	0.02%	138
2023 Q1	$361K	Sell	4,782 -26	-0.5%	-$1.79K	0.02%	140
2022 Q4	$299K	Buy	4,808 +26	+0.5%	+$1.65K	0.02%	148
2022 Q3	$284K	Hold	4,782	–	–	0.02%	146
2022 Q2	$304K	Hold	4,782	–	–	0.02%	154
2022 Q1	$380K	Buy	+4,782	New	+$375K	0.02%	152

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

Northeast Investment Management's XLK Position: Q2 2026 in Review

Northeast Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q2 2026, buying an estimated $273K and bringing the position to 6,876 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #105.

Northeast Investment Management first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Northeast Investment Management held 6,876 shares of State Street Technology Select Sector SPDR ETF worth $1.31M as of Q2 2026.
Northeast Investment Management bought 1,600 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $273K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Northeast Investment Management's portfolio in Q2 2026, its #105 holding.
Northeast Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.