Select Asset Management & Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Select Asset Management & Trust’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	$218K	Hold	1,640	–	–	0.07%	72
2025 Q4	$236K	Hold	1,640	–	–	0.07%	73
2025 Q3	$231K	Hold	1,640	–	–	0.07%	75
2025 Q2	$208K	Buy	+1,640	New	+$182K	0.07%	77
2024 Q3	–	Sell	-28,970	Closed	-$3.28M	–	70
2024 Q2	$3.28M	Buy	28,970 +970	+3%	+$102K	1.31%	16
2024 Q1	$2.92M	Buy	+28,000	New	+$2.83M	1.21%	17

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

Select Asset Management & Trust's XLK Position: Q1 2026 in Review

Select Asset Management & Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,640 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #72.

Select Asset Management & Trust first reported a position in XLK in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.28M in Q2 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Select Asset Management & Trust held 1,640 shares of State Street Technology Select Sector SPDR ETF worth $218K as of Q1 2026.
Select Asset Management & Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Select Asset Management & Trust's portfolio in Q1 2026, its #72 holding.
Select Asset Management & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Select Asset Management & Trust's State Street Technology Select Sector SPDR ETF position peaked at $3.28M in Q2 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.