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 Q2	$3.68M	Buy	19,330 +650	+3%	+$111K	0.83%	36
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

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

Searle & Co's XLK Position: Q2 2026 in Review

Searle & Co increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q2 2026, buying an estimated $111K and bringing the position to 19,330 shares worth $3.68M. The position accounts for 0.83% of the portfolio, ranked #36.

Searle & Co first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Searle & Co held 19,330 shares of State Street Technology Select Sector SPDR ETF worth $3.68M as of Q2 2026.
Searle & Co bought 650 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
State Street Technology Select Sector SPDR ETF made up 0.83% of Searle & Co's portfolio in Q2 2026, its #36 holding.
Searle & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.