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

Silvercrest Asset Management’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	$1.45M	Hold	10,936	–	–	0.01%	561
2025 Q4	$1.57M	Buy	10,936 +2	+0%	+$289	0.01%	562
2025 Q3	$1.54M	Hold	10,934	–	–	0.01%	569
2025 Q2	$1.38M	Buy	10,934 +368	+3%	+$40.8K	0.01%	595
2025 Q1	$1.09M	Buy	10,566 +6,740	+176%	+$764K	0.01%	610
2024 Q4	$445K	Hold	3,826	–	–	﹤0.01%	713
2024 Q3	$432K	Sell	3,826 -16	-0.4%	-$1.76K	﹤0.01%	667
2024 Q2	$435K	Sell	3,842 -3,894	-50%	-$410K	﹤0.01%	743
2024 Q1	$806K	Buy	7,736 +4,000	+107%	+$405K	0.01%	643
2023 Q4	$360K	Buy	3,736 +134	+4%	+$11.9K	﹤0.01%	721
2023 Q3	$295K	Sell	3,602 -1,770	-33%	-$152K	﹤0.01%	747
2023 Q2	$467K	Sell	5,372 -38	-0.7%	-$3K	﹤0.01%	684
2023 Q1	$408K	Sell	5,410 -2,204	-29%	-$152K	﹤0.01%	678
2022 Q4	$474K	Sell	7,614 -189,220	-96%	-$12M	﹤0.01%	650
2022 Q3	$11.7M	Buy	196,834 +191,462	+3,564%	+$13.1M	0.1%	203
2022 Q2	$341K	Sell	5,372 -100	-2%	-$6.97K	﹤0.01%	699
2022 Q1	$435K	Buy	5,472 +100	+2%	+$7.85K	﹤0.01%	704
2021 Q4	$467K	Buy	5,372 +2,400	+81%	+$198K	﹤0.01%	691
2021 Q3	$222K	Hold	2,972	–	–	﹤0.01%	801
2021 Q2	$219K	Buy	+2,972	New	+$208K	﹤0.01%	796
2021 Q1	–	Sell	-19,134	Closed	-$1.24M	–	885
2020 Q4	$1.24M	Buy	+19,134	New	+$1.17M	0.01%	515
2019 Q4	–	Sell	-5,338	Closed	-$215K	–	767
2019 Q3	$215K	Sell	5,338 -636	-11%	-$25.4K	﹤0.01%	686
2019 Q2	$233K	Sell	5,974 -1,000	-14%	-$38.1K	﹤0.01%	521
2019 Q1	$258K	Sell	6,974 -738	-10%	-$25.3K	﹤0.01%	503
2018 Q4	$239K	Hold	7,712	–	–	﹤0.01%	463
2018 Q3	$290K	Buy	7,712 +374	+5%	+$13.7K	﹤0.01%	469
2018 Q2	$255K	Buy	7,338 +1,104	+18%	+$37.9K	﹤0.01%	488
2018 Q1	$204K	Buy	+6,234	New	+$209K	﹤0.01%	531
2015 Q4	–	Sell	-18,440	Closed	-$364K	–	567
2015 Q3	$364K	Buy	+18,440	New	+$380K	0.01%	399

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

Silvercrest Asset Management's XLK Position: Q1 2026 in Review

Silvercrest Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 10,936 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #561.

Silvercrest Asset Management first reported a position in XLK in Q3 2015 and has held it in 29 quarters since. The position peaked at $11.7M in Q3 2022. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Silvercrest Asset Management held 10,936 shares of State Street Technology Select Sector SPDR ETF worth $1.45M as of Q1 2026.
Silvercrest Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #561 holding.
Silvercrest Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 29 quarters since.
Silvercrest Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $11.7M in Q3 2022.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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