Sather Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sather Financial Group’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	$1.13M	Sell	8,468 -17	-0.2%	-$2.4K	0.07%	40
2025 Q4	$1.22M	Sell	8,485 -39	-0.5%	-$5.63K	0.07%	42
2025 Q3	$1.2M	Buy	8,524 +578	+7%	+$76.5K	0.07%	42
2025 Q2	$1.01M	Buy	7,946 +22	+0.3%	+$2.44K	0.06%	47
2025 Q1	$818K	Buy	7,924 +484	+7%	+$54.9K	0.05%	45
2024 Q4	$865K	Buy	7,440 +16	+0.2%	+$1.86K	0.05%	44
2024 Q3	$838K	Hold	7,424	–	–	0.05%	44
2024 Q2	$840K	Hold	7,424	–	–	0.06%	44
2024 Q1	$773K	Sell	7,424 -800	-10%	-$80.9K	0.06%	52
2023 Q4	$791K	Hold	8,224	–	–	0.06%	54
2023 Q3	$674K	Hold	8,224	–	–	0.06%	56
2023 Q2	$715K	Hold	8,224	–	–	0.06%	58
2023 Q1	$621K	Hold	8,224	–	–	0.05%	60
2022 Q4	$512K	Buy	+8,224	New	+$522K	0.04%	75
2020 Q2	–	Sell	-9,944	Closed	-$399K	–	58
2020 Q1	$399K	Hold	9,944	–	–	0.08%	40
2019 Q4	$455K	Buy	9,944 +3,048	+44%	+$130K	0.07%	47
2019 Q3	$277K	Buy	+6,896	New	+$276K	0.05%	47

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

Sather Financial Group's XLK Position: Q1 2026 in Review

Sather Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.2% in Q1 2026, selling an estimated $2.4K and leaving 8,468 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #40.

Sather Financial Group first reported a position in XLK in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sather Financial Group held 8,468 shares of State Street Technology Select Sector SPDR ETF worth $1.13M as of Q1 2026.
Sather Financial Group sold 17 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.4K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Sather Financial Group's portfolio in Q1 2026, its #40 holding.
Sather Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 17 quarters since.
Sather Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $1.22M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.