Nvest Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$952K Sell
4,998
-959
-16% -$164K 0.3% 72
2026
Q1
$792K Buy
5,957
+157
+3% +$22.1K 0.3% 72
2025
Q4
$835K Buy
5,800
+8
+0.1% +$1.16K 0.35% 63
2025
Q3
$816K Sell
5,792
-202
-3% -$26.8K 0.47% 51
2025
Q2
$759K Buy
+5,994
New +$665K 0.4% 58

Other funds holding XLK

Nvest Financial's XLK Position: Q2 2026 in Review

Nvest Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $164K and leaving 4,998 shares worth $952K. The position accounts for 0.3% of the portfolio, ranked #72.

Nvest Financial first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Nvest Financial held 4,998 shares of State Street Technology Select Sector SPDR ETF worth $952K as of Q2 2026.
  • Nvest Financial sold 959 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
  • State Street Technology Select Sector SPDR ETF made up 0.3% of Nvest Financial's portfolio in Q2 2026, its #72 holding.
  • Nvest Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.