Relyea Zuckerberg Hanson’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Relyea Zuckerberg Hanson’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	$19.1M	Buy	100,169 +27,392	+38%	+$4.68M	1.59%	16
2026 Q1	$9.67M	Sell	72,777 -3,464	-5%	-$488K	0.97%	22
2025 Q4	$11M	Sell	76,241 -829	-1%	-$120K	1.11%	17
2025 Q3	$10.9M	Sell	77,070 -2,290	-3%	-$303K	1.14%	16
2025 Q2	$10M	Sell	79,360 -36	-0%	-$4K	1.18%	16
2025 Q1	$8.2M	Buy	79,396 +2	+0%	+$227	1.1%	17
2024 Q4	$9.23M	Buy	79,394 +2	+0%	+$233	1.24%	15
2024 Q3	$8.96M	Buy	79,392 +55,158	+228%	+$6.05M	1.36%	14
2024 Q2	$2.74M	Sell	24,234 -242	-1%	-$25.5K	0.46%	35
2024 Q1	$2.55M	Buy	24,476 +1,248	+5%	+$126K	0.45%	39
2023 Q4	$2.24M	Hold	23,228	–	–	0.44%	40
2023 Q3	$1.9M	Buy	23,228 +5,596	+32%	+$480K	0.43%	40
2023 Q2	$1.53M	Sell	17,632 -36,078	-67%	-$2.84M	0.34%	43
2023 Q1	$4.06M	Buy	53,710 +35,400	+193%	+$2.44M	0.99%	22
2022 Q4	$1.14M	Sell	18,310 -3,604	-16%	-$229K	0.33%	48
2022 Q3	$1.3M	Sell	21,914 -632	-3%	-$43.1K	0.47%	34
2022 Q2	$1.43M	Sell	22,546 -1,370	-6%	-$95.4K	0.53%	33
2022 Q1	$1.8M	Buy	23,916 +640	+3%	+$50.2K	0.59%	29
2021 Q4	$1.8M	Hold	23,276	–	–	0.65%	27
2021 Q3	$1.74M	Buy	23,276 +18,754	+415%	+$1.45M	0.68%	25
2021 Q2	$334K	Hold	4,522	–	–	0.14%	96
2021 Q1	$324K	Sell	4,522 -490	-10%	-$32.3K	0.14%	93
2020 Q4	$326K	Hold	5,012	–	–	0.17%	86
2020 Q3	$304K	Hold	5,012	–	–	0.2%	87
2020 Q2	$262K	Hold	5,012	–	–	0.21%	96
2020 Q1	$201K	Hold	5,012	–	–	0.22%	103
2019 Q4	$230K	Buy	+5,012	New	+$215K	0.22%	96

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

Relyea Zuckerberg Hanson's XLK Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q2 2026, buying an estimated $4.68M and bringing the position to 100,169 shares worth $19.1M. The position accounts for 1.59% of the portfolio, ranked #16.

Relyea Zuckerberg Hanson first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Relyea Zuckerberg Hanson held 100,169 shares of State Street Technology Select Sector SPDR ETF worth $19.1M as of Q2 2026.
Relyea Zuckerberg Hanson bought 27,392 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.68M.
State Street Technology Select Sector SPDR ETF made up 1.59% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #16 holding.
Relyea Zuckerberg Hanson first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.