Searle & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Searle & Co’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	$2.48M	Buy	18,680 +150	+0.8%	+$21.1K	0.62%	43
2025 Q4	$2.67M	Hold	18,530	–	–	0.69%	40
2025 Q3	$2.61M	Buy	18,530 +200	+1%	+$26.5K	0.69%	41
2025 Q2	$2.32M	Hold	18,330	–	–	0.66%	44
2025 Q1	$1.89M	Hold	18,330	–	–	0.54%	53
2024 Q4	$2.13M	Buy	18,330 +2,130	+13%	+$248K	0.61%	45
2024 Q3	$1.83M	Sell	16,200 -552	-3%	-$60.6K	0.46%	50
2024 Q2	$1.89M	Buy	16,752 +552	+3%	+$58.1K	0.44%	51
2024 Q1	$1.69M	Hold	16,200	–	–	0.43%	58
2023 Q4	$1.56M	Hold	16,200	–	–	0.43%	56
2023 Q3	$1.33M	Hold	16,200	–	–	0.45%	56
2023 Q2	$1.44M	Hold	16,200	–	–	0.45%	56
2023 Q1	$1.22M	Hold	16,200	–	–	0.4%	60
2022 Q4	$1.01M	Sell	16,200 -2,000	-11%	-$127K	0.34%	64
2022 Q3	$1.08M	Hold	18,200	–	–	0.42%	63
2022 Q2	$1.16M	Sell	18,200 -200	-1%	-$13.9K	0.46%	65
2022 Q1	$1.46M	Hold	18,400	–	–	0.54%	55
2021 Q4	$1.6M	Hold	18,400	–	–	0.58%	55
2021 Q3	$1.37M	Hold	18,400	–	–	0.56%	57
2021 Q2	$1.36M	Hold	18,400	–	–	0.56%	57
2021 Q1	$1.22M	Hold	18,400	–	–	0.54%	58
2020 Q4	$1.2M	Buy	18,400 +600	+3%	+$36.5K	0.57%	53
2020 Q3	$1.04M	Hold	17,800	–	–	0.57%	52
2020 Q2	$930K	Hold	17,800	–	–	0.54%	53
2020 Q1	$715K	Buy	+17,800	New	+$812K	0.51%	60

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

Searle & Co's XLK Position: Q1 2026 in Review

Searle & Co increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.81% in Q1 2026, buying an estimated $21.1K and bringing the position to 18,680 shares worth $2.48M. The position accounts for 0.62% of the portfolio, ranked #43.

Searle & Co first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.67M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Searle & Co held 18,680 shares of State Street Technology Select Sector SPDR ETF worth $2.48M as of Q1 2026.
Searle & Co bought 150 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $21.1K.
State Street Technology Select Sector SPDR ETF made up 0.62% of Searle & Co's portfolio in Q1 2026, its #43 holding.
Searle & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Searle & Co's State Street Technology Select Sector SPDR ETF position peaked at $2.67M 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 Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.