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

Per Stirling 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 Q1	$262K	Sell	1,969 -9	-0.5%	-$1.27K	0.03%	273
2025 Q4	$285K	Sell	1,978 -11,814	-86%	-$1.71M	0.03%	247
2025 Q3	$1.94M	Sell	13,792 -258	-2%	-$34.2K	0.23%	79
2025 Q2	$1.78M	Buy	14,050 +8,840	+170%	+$981K	0.23%	79
2025 Q1	$538K	Sell	5,210 -11,002	-68%	-$1.25M	0.08%	159
2024 Q4	$1.88M	Buy	16,212 +10,690	+194%	+$1.24M	0.27%	72
2024 Q3	$623K	Sell	5,522 -10,262	-65%	-$1.13M	0.09%	152
2024 Q2	$1.79M	Buy	15,784 +12,232	+344%	+$1.29M	0.29%	63
2024 Q1	$370K	Sell	3,552 -8,908	-71%	-$901K	0.06%	171
2023 Q4	$1.2M	Buy	+12,460	New	+$1.11M	0.22%	73
2023 Q3	–	Sell	-3,772	Closed	-$328K	–	208
2023 Q2	$328K	Buy	+3,772	New	+$297K	0.07%	155
2023 Q1	–	Sell	-3,538	Closed	-$220K	–	220
2022 Q4	$220K	Buy	+3,538	New	+$225K	0.04%	192

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

Per Stirling Capital Management's XLK Position: Q1 2026 in Review

Per Stirling Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.46% in Q1 2026, selling an estimated $1.27K and leaving 1,969 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #273.

Per Stirling Capital Management first reported a position in XLK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Per Stirling Capital Management held 1,969 shares of State Street Technology Select Sector SPDR ETF worth $262K as of Q1 2026.
Per Stirling Capital Management sold 9 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.27K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #273 holding.
Per Stirling Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Per Stirling Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.94M in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.