SRH Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SRH Advisors’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	$268K	Hold	2,014	–	–	0.08%	46
2025 Q4	$290K	Hold	2,014	–	–	0.08%	46
2025 Q3	$284K	Hold	2,014	–	–	0.08%	44
2025 Q2	$255K	Hold	2,014	–	–	0.08%	45
2025 Q1	$208K	Hold	2,014	–	–	0.06%	53
2024 Q4	$234K	Hold	2,014	–	–	0.07%	49
2024 Q3	$227K	Hold	2,014	–	–	0.07%	56
2024 Q2	$228K	Hold	2,014	–	–	0.08%	52
2024 Q1	$210K	Hold	2,014	–	–	0.07%	58
2023 Q4	$194K	Hold	2,014	–	–	0.07%	60
2023 Q3	$165K	Hold	2,014	–	–	0.08%	62
2023 Q2	$152K	Hold	2,014	–	–	0.08%	66
2023 Q1	$152K	Hold	2,014	–	–	0.08%	66
2022 Q4	$125K	Hold	2,014	–	–	0.07%	77
2022 Q3	$120K	Sell	2,014 -212	-10%	-$14.5K	0.16%	75
2022 Q2	$141K	Hold	2,226	–	–	0.17%	66
2022 Q1	$177K	Hold	2,226	–	–	0.2%	65
2021 Q4	$194K	Hold	2,226	–	–	0.22%	64
2021 Q3	$166K	Hold	2,226	–	–	0.2%	65
2021 Q2	$164K	Hold	2,226	–	–	0.2%	63
2021 Q1	$148K	Hold	2,226	–	–	0.21%	57
2020 Q4	$145K	Hold	2,226	–	–	0.24%	55
2020 Q3	$130K	Buy	+2,226	New	+$126K	0.25%	52

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

SRH Advisors's XLK Position: Q1 2026 in Review

SRH Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,014 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #46.

SRH Advisors first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $290K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

SRH Advisors held 2,014 shares of State Street Technology Select Sector SPDR ETF worth $268K as of Q1 2026.
SRH Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of SRH Advisors's portfolio in Q1 2026, its #46 holding.
SRH Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
SRH Advisors's State Street Technology Select Sector SPDR ETF position peaked at $290K 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 SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.