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

Regency 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	$237K	Sell	1,787 -620	-26%	-$87.4K	0.11%	59
2025 Q4	$346K	Buy	2,407 +103	+4%	+$14.9K	0.14%	56
2025 Q3	$325K	Buy	2,304 +332	+17%	+$44K	0.15%	51
2025 Q2	$250K	Sell	1,972 -200	-9%	-$22.2K	0.13%	54
2025 Q1	$224K	Sell	2,172 -460	-17%	-$52.2K	0.13%	42
2024 Q4	$306K	Sell	2,632 -6	-0.2%	-$698	0.17%	43
2024 Q3	$298K	Buy	+2,638	New	+$290K	0.16%	44
2021 Q4	–	Sell	-20	Closed	-$1K	–	172
2021 Q3	$1K	Buy	+20	New	+$1.54K	﹤0.01%	131
2021 Q2	–	Sell	-40	Closed	-$3K	–	184
2021 Q1	$3K	Buy	+40	New	+$2.64K	﹤0.01%	138

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

Regency Capital Management's XLK Position: Q1 2026 in Review

Regency Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q1 2026, selling an estimated $87.4K and leaving 1,787 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #59.

Regency Capital Management first reported a position in XLK in Q1 2021 and has held it in 9 quarters since. The position peaked at $346K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Regency Capital Management held 1,787 shares of State Street Technology Select Sector SPDR ETF worth $237K as of Q1 2026.
Regency Capital Management sold 620 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $87.4K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Regency Capital Management's portfolio in Q1 2026, its #59 holding.
Regency Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 9 quarters since.
Regency Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $346K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.