Peddock Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Peddock Capital Advisors’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 Q1	$4.05M	Buy	30,483 +446	+1%	+$62.8K	0.89%	27
2025 Q4	$4.32M	Sell	30,037 -2,161	-7%	-$312K	0.91%	25
2025 Q3	$4.54M	Buy	32,198 +924	+3%	+$122K	0.98%	22
2025 Q2	$3.96M	Buy	31,274 +3,246	+12%	+$360K	0.92%	26
2025 Q1	$2.89M	Buy	28,028 +338	+1%	+$38.3K	0.73%	35
2024 Q4	$3.22M	Buy	27,690 +286	+1%	+$33.3K	0.77%	30
2024 Q3	$3.09M	Buy	27,404 +3,096	+13%	+$340K	0.74%	29
2024 Q2	$2.75M	Buy	24,308 +162	+0.7%	+$17.1K	0.71%	31
2024 Q1	$2.51M	Buy	24,146 +820	+4%	+$82.9K	0.66%	38
2023 Q4	$2.24M	Buy	23,326 +382	+2%	+$34K	0.68%	37
2023 Q3	$1.88M	Sell	22,944 -1,014	-4%	-$87K	0.63%	38
2023 Q2	$2.08M	Sell	23,958 -378	-2%	-$29.8K	0.69%	35
2023 Q1	$1.84M	Buy	24,336 +2,092	+9%	+$144K	0.64%	39
2022 Q4	$1.38M	Buy	22,244 +1,180	+6%	+$74.9K	0.54%	50
2022 Q3	$1.25M	Buy	21,064 +1,260	+6%	+$86K	0.51%	54
2022 Q2	$1.26M	Sell	19,804 -234	-1%	-$16.3K	0.49%	58
2022 Q1	$1.59M	Sell	20,038 -3,364	-14%	-$264K	0.52%	52
2021 Q4	$2.03M	Sell	23,402 -1,238	-5%	-$102K	0.67%	38
2021 Q3	$1.84M	Sell	24,640 -158	-0.6%	-$12.2K	0.66%	42
2021 Q2	$1.9M	Buy	24,798 +1,116	+5%	+$78.2K	0.66%	41
2021 Q1	$1.57M	Buy	23,682 +6,658	+39%	+$439K	0.6%	47
2020 Q4	$1.11M	Sell	17,024 -340	-2%	-$20.7K	0.58%	44
2020 Q3	$1.01M	Sell	17,364 -2,438	-12%	-$138K	0.62%	45
2020 Q2	$1.03M	Buy	19,802 +632	+3%	+$29.7K	0.65%	37
2020 Q1	$770K	Buy	19,170 +224	+1%	+$10.2K	0.58%	44
2019 Q4	$868K	Buy	18,946 +530	+3%	+$22.7K	0.44%	49
2019 Q3	$742K	Sell	18,416 -1,512	-8%	-$60.5K	0.41%	55
2019 Q2	$778K	Buy	19,928 +416	+2%	+$15.9K	0.41%	53
2019 Q1	$722K	Sell	19,512 -2,572	-12%	-$88K	0.39%	53
2018 Q4	$684K	Sell	22,084 -1,350	-6%	-$45.7K	0.41%	50
2018 Q3	$883K	Sell	23,434 -886	-4%	-$32.5K	0.43%	49
2018 Q2	$845K	Buy	24,320 +362	+2%	+$12.4K	0.42%	52
2018 Q1	$784K	Sell	23,958 -15,056	-39%	-$506K	0.41%	55
2017 Q4	$1.25M	Sell	39,014 -408	-1%	-$12.8K	0.63%	32
2017 Q3	$1.17M	Sell	39,422 -690	-2%	-$19.9K	0.6%	33
2017 Q2	$1.1M	Buy	40,112 +5,042	+14%	+$139K	0.58%	34
2017 Q1	$935K	Buy	35,070 +1,352	+4%	+$34.8K	0.54%	37
2016 Q4	$815K	Buy	33,718 +6,746	+25%	+$161K	0.48%	41
2016 Q3	$644K	Sell	26,972 -766	-3%	-$17.8K	0.4%	50
2016 Q2	$601K	Sell	27,738 -596	-2%	-$12.9K	0.38%	44
2016 Q1	$628K	Sell	28,334 -136	-0.5%	-$2.81K	0.47%	43
2015 Q4	$610K	Buy	28,470 +4,192	+17%	+$90.3K	0.47%	48
2015 Q3	$479K	Buy	+24,278	New	+$500K	0.44%	56

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peddock Capital Advisors's XLK Position: Q1 2026 in Review

Peddock Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q1 2026, buying an estimated $62.8K and bringing the position to 30,483 shares worth $4.05M. The position accounts for 0.89% of the portfolio, ranked #27.

Peddock Capital Advisors first reported a position in XLK in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.54M in Q3 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Peddock Capital Advisors held 30,483 shares of State Street Technology Select Sector SPDR ETF worth $4.05M as of Q1 2026.
Peddock Capital Advisors bought 446 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $62.8K.
State Street Technology Select Sector SPDR ETF made up 0.89% of Peddock Capital Advisors's portfolio in Q1 2026, its #27 holding.
Peddock Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 43 quarters since.
Peddock Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $4.54M in Q3 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.