Saxon Interests’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Saxon Interests’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	$3.31M	Buy	17,387 +244	+1%	+$41.7K	0.92%	22
2026 Q1	$2.28M	Sell	17,143 -74	-0.4%	-$10.4K	0.79%	29
2025 Q4	$2.48M	Sell	17,217 -737	-4%	-$106K	0.87%	28
2025 Q3	$2.36M	Sell	17,954 -588	-3%	-$77.9K	0.92%	22
2025 Q2	$1.91M	Hold	18,542	–	–	0.9%	26
2025 Q1	$1.91M	Sell	18,542 -206	-1%	-$23.4K	0.9%	26
2024 Q4	$2.18M	Sell	18,748 -120	-0.6%	-$14K	0.96%	26
2024 Q3	$2.13M	Sell	18,868 -138	-0.7%	-$15.1K	0.97%	25
2024 Q2	$2.15M	Sell	19,006 -434	-2%	-$45.7K	1.02%	26
2024 Q1	$2.02M	Sell	19,440 -2,866	-13%	-$290K	0.97%	25
2023 Q4	$2.15M	Buy	+22,306	New	+$1.99M	1.07%	21
2023 Q3	–	Sell	-39,536	Closed	-$3.44M	–	198
2023 Q2	$3.44M	Buy	39,536 +768	+2%	+$60.5K	1.84%	7
2023 Q1	$2.93M	Sell	38,768 -3,812	-9%	-$262K	1.65%	11
2022 Q4	$2.69M	Sell	42,580 -3,370	-7%	-$214K	1.53%	16
2022 Q3	$2.92M	Sell	45,950 -1,002	-2%	-$68.4K	1.78%	15
2022 Q2	$2.98M	Buy	46,952 +2,018	+4%	+$141K	1.81%	14
2022 Q1	$3.57M	Sell	44,934 -50,386	-53%	-$3.96M	1.9%	16
2021 Q4	$8.01M	Buy	+95,320	New	+$7.85M	4.54%	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

Saxon Interests's XLK Position: Q2 2026 in Review

Saxon Interests increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q2 2026, buying an estimated $41.7K and bringing the position to 17,387 shares worth $3.31M. The position accounts for 0.92% of the portfolio, ranked #22.

Saxon Interests first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.01M in Q4 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Saxon Interests held 17,387 shares of State Street Technology Select Sector SPDR ETF worth $3.31M as of Q2 2026.
Saxon Interests bought 244 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $41.7K.
State Street Technology Select Sector SPDR ETF made up 0.92% of Saxon Interests's portfolio in Q2 2026, its #22 holding.
Saxon Interests first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Saxon Interests's State Street Technology Select Sector SPDR ETF position peaked at $8.01M in Q4 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.