Samalin Investment Counsel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Samalin Investment Counsel’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	$1.8M	Sell	9,453 -498	-5%	-$85.1K	0.56%	42
2026 Q1	$1.32M	Buy	9,951 +1,361	+16%	+$192K	0.47%	55
2025 Q4	$1.24M	Sell	8,590 -458	-5%	-$66.1K	0.44%	54
2025 Q3	$1.28M	Buy	9,048 +204	+2%	+$27K	0.44%	53
2025 Q2	$1.12M	Buy	8,844 +490	+6%	+$54.4K	0.43%	60
2025 Q1	$863K	Buy	8,354 +610	+8%	+$69.2K	0.35%	85
2024 Q4	$901K	Sell	7,744 -3,114	-29%	-$362K	0.39%	70
2024 Q3	$1.23M	Buy	10,858 +3,914	+56%	+$430K	0.53%	44
2024 Q2	$786K	Buy	6,944 +674	+11%	+$71K	0.37%	73
2024 Q1	$653K	Sell	6,270 -250	-4%	-$25.3K	0.31%	96
2023 Q4	$628K	Buy	6,520 +104	+2%	+$9.26K	0.32%	95
2023 Q3	$526K	Sell	6,416 -180	-3%	-$15.4K	0.3%	98
2023 Q2	$573K	Sell	6,596 -186	-3%	-$14.7K	0.31%	93
2023 Q1	$512K	Sell	6,782 -4,028	-37%	-$277K	0.31%	95
2022 Q4	$673K	Buy	10,810 +2,186	+25%	+$139K	0.43%	68
2022 Q3	$512K	Sell	8,624 -2,898	-25%	-$198K	0.38%	77
2022 Q2	$732K	Buy	11,522 +1,286	+13%	+$89.6K	0.52%	54
2022 Q1	$813K	Buy	10,236 +1,844	+22%	+$145K	0.49%	55
2021 Q4	$729K	Buy	8,392 +160	+2%	+$13.2K	0.44%	61
2021 Q3	$615K	Sell	8,232 -1,788	-18%	-$138K	0.4%	73
2021 Q2	$740K	Buy	10,020 +1,836	+22%	+$129K	0.48%	59
2021 Q1	$543K	Buy	8,184 +1,092	+15%	+$72.1K	0.36%	89
2020 Q4	$461K	Buy	7,092 +3,038	+75%	+$185K	0.35%	91
2020 Q3	$237K	Sell	4,054 -294	-7%	-$16.6K	0.21%	155
2020 Q2	$227K	Buy	+4,348	New	+$205K	0.24%	134
2020 Q1	–	Sell	-4,522	Closed	-$207K	–	519
2019 Q4	$207K	Buy	+4,522	New	+$194K	0.17%	149

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Samalin Investment Counsel's XLK Position: Q2 2026 in Review

Samalin Investment Counsel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5% in Q2 2026, selling an estimated $85.1K and leaving 9,453 shares worth $1.8M. The position accounts for 0.56% of the portfolio, ranked #42.

Samalin Investment Counsel first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Samalin Investment Counsel held 9,453 shares of State Street Technology Select Sector SPDR ETF worth $1.8M as of Q2 2026.
Samalin Investment Counsel sold 498 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $85.1K.
State Street Technology Select Sector SPDR ETF made up 0.56% of Samalin Investment Counsel's portfolio in Q2 2026, its #42 holding.
Samalin Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.