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SlateStone Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SlateStone Wealth’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 		$1.07M Hold
5,599
– – 0.08% 159
2026
Q1 		$744K Buy
5,599
+1,799
+47% +$254K 0.06% 186
2025
Q4 		$547K Sell
3,800
-84
-2% -$12.1K 0.05% 209
2025
Q3 		$547K Sell
3,884
-10
-0.3% -$1.32K 0.05% 202
2025
Q2 		$493K Sell
3,894
-32
-0.8% -$3.55K 0.05% 210
2025
Q1 		$405K Sell
3,926
-530
-12% -$60.1K 0.04% 218
2024
Q4 		$518K Buy
4,456
+690
+18% +$80.3K 0.05% 203
2024
Q3 		$425K Sell
3,766
-1,534
-29% -$168K 0.04% 219
2024
Q2 		$599K Sell
5,300
-144
-3% -$15.2K 0.06% 189
2024
Q1 		$567K Buy
5,444
+1,592
+41% +$161K 0.06% 190
2023
Q4 		$371K Buy
3,852
+166
+5% +$14.8K 0.05% 185
2023
Q3 		$302K Hold
3,686
– – 0.04% 198
2023
Q2 		$320K Hold
3,686
– – 0.06% 173
2023
Q1 		$278K Sell
3,686
-1,396
-27% -$96.1K 0.06% 180
2022
Q4 		$316K Buy
5,082
+1,204
+31% +$76.5K 0.08% 150
2022
Q3 		$230K Hold
3,878
– – 0.06% 173
2022
Q2 		$246K Buy
3,878
+794
+26% +$55.3K 0.06% 168
2022
Q1 		$245K Hold
3,084
– – 0.05% 163
2021
Q4 		$268K Sell
3,084
-600
-16% -$49.4K 0.06% 157
2021
Q3 		$275K Hold
3,684
– – 0.06% 144
2021
Q2 		$272K Buy
3,684
+400
+12% +$28K 0.06% 146
2021
Q1 		$218K Sell
3,284
-30
-0.9% -$1.98K 0.05% 150
2020
Q4 		$215K Sell
3,314
-872
-21% -$53.1K 0.05% 160
2020
Q3 		$244K Sell
4,186
-780
-16% -$44.1K 0.05% 163
2020
Q2 		$260K Buy
+4,966
New +$234K 0.06% 157
2020
Q1 		– Sell
-4,394
Closed -$201K – 218
2019
Q4 		$201K Buy
+4,394
New +$188K 0.05% 201

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SlateStone Wealth's XLK Position: Q2 2026 in Review

SlateStone Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,599 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #159.

SlateStone Wealth first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • SlateStone Wealth held 5,599 shares of State Street Technology Select Sector SPDR ETF worth $1.07M as of Q2 2026.
  • SlateStone Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of SlateStone Wealth's portfolio in Q2 2026, its #159 holding.
  • SlateStone Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.