Salomon & Ludwin’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Salomon & Ludwin’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	$75.3M	Sell	404,790 -28,507	-7%	-$4.87M	6.2%	3
2026 Q1	$58.5M	Buy	433,297 +9,316	+2%	+$1.31M	5.22%	4
2025 Q4	$61.3M	Sell	423,981 -23,293	-5%	-$3.36M	5.42%	3
2025 Q3	$63.7M	Buy	447,274 +7,000	+2%	+$927K	5.73%	3
2025 Q2	$55.9M	Buy	440,274 +240	+0.1%	+$26.6K	5.52%	3
2025 Q1	$45.4M	Buy	440,034 +27,488	+7%	+$3.12M	4.84%	6
2024 Q4	$48M	Sell	412,546 -24,286	-6%	-$2.83M	5.08%	5
2024 Q3	$49.3M	Sell	436,832 -39,572	-8%	-$4.34M	5.03%	4
2024 Q2	$53.8M	Sell	476,404 -195,154	-29%	-$20.5M	6.01%	2
2024 Q1	$70.2M	Sell	671,558 -28,814	-4%	-$2.91M	6.04%	2
2023 Q4	$57.5M	Hold	700,372	–	–	6%	2
2023 Q3	$57.5M	Sell	700,372 -1,806	-0.3%	-$155K	6%	2
2023 Q2	$61M	Buy	702,178 +16,232	+2%	+$1.28M	6.49%	2
2023 Q1	$51.8M	Buy	685,946 +15,058	+2%	+$1.04M	6.17%	2
2022 Q4	$41.7M	Sell	670,888 -24,720	-4%	-$1.57M	5.29%	4
2022 Q3	$41.3M	Buy	695,608 +27,080	+4%	+$1.85M	6.19%	3
2022 Q2	$42.5M	Buy	668,528 +20,796	+3%	+$1.45M	6.57%	3
2022 Q1	$51.5M	Buy	647,732 +4,806	+0.7%	+$377K	7.46%	2
2021 Q4	$55.9M	Buy	642,926 +2,504	+0.4%	+$206K	7.91%	2
2021 Q3	$47.8M	Sell	640,422 -10,194	-2%	-$786K	7.44%	2
2021 Q2	$48M	Sell	650,616 -10,620	-2%	-$744K	7.54%	2
2021 Q1	$43.9M	Sell	661,236 -438	-0.1%	-$28.9K	7.45%	3
2020 Q4	$43M	Sell	661,674 -35,996	-5%	-$2.19M	7.97%	2
2020 Q3	$40.7M	Sell	697,670 -49,434	-7%	-$2.79M	8.48%	2
2020 Q2	$39M	Sell	747,104 -17,174	-2%	-$808K	8.41%	2
2020 Q1	$30.7M	Sell	764,278 -11,884	-2%	-$542K	7.9%	3
2019 Q4	$35.6M	Sell	776,162 -39,198	-5%	-$1.68M	7.06%	4
2019 Q3	$32.8M	Sell	815,360 -19,540	-2%	-$782K	6.64%	4
2019 Q2	$32.6M	Sell	834,900 -12,454	-1%	-$475K	6.59%	4
2019 Q1	$31.4M	Sell	847,354 -39,648	-4%	-$1.36M	6.46%	4
2018 Q4	$27.5M	Buy	+887,002	New	+$30M	6.35%	4

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Salomon & Ludwin's XLK Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.6% in Q2 2026, selling an estimated $4.87M and leaving 404,790 shares worth $75.3M. The position accounts for 6.2% of the portfolio, ranked #3.

Salomon & Ludwin first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Salomon & Ludwin held 404,790 shares of State Street Technology Select Sector SPDR ETF worth $75.3M as of Q2 2026.
Salomon & Ludwin sold 28,507 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.87M.
State Street Technology Select Sector SPDR ETF made up 6.2% of Salomon & Ludwin's portfolio in Q2 2026, its #3 holding.
Salomon & Ludwin first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.