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 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

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

Saxon Interests's XLK Position: Q1 2026 in Review

Saxon Interests reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.43% in Q1 2026, selling an estimated $10.4K and leaving 17,143 shares worth $2.28M. The position accounts for 0.79% of the portfolio, ranked #29.

Saxon Interests first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.01M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Saxon Interests held 17,143 shares of State Street Technology Select Sector SPDR ETF worth $2.28M as of Q1 2026.
Saxon Interests sold 74 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
State Street Technology Select Sector SPDR ETF made up 0.79% of Saxon Interests's portfolio in Q1 2026, its #29 holding.
Saxon Interests first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Saxon Interests's State Street Technology Select Sector SPDR ETF position peaked at $8.01M in Q4 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.