Steigerwald Gordon & Koch’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Steigerwald Gordon & Koch’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	$368K	Sell	1,930 -100	-5%	-$17.1K	0.04%	105
2026 Q1	$270K	Hold	2,030	–	–	0.03%	116
2025 Q4	$292K	Hold	2,030	–	–	0.03%	113
2025 Q3	$286K	Hold	2,030	–	–	0.03%	111
2025 Q2	$257K	Hold	2,030	–	–	0.03%	108
2025 Q1	$210K	Hold	2,030	–	–	0.02%	116
2024 Q4	$236K	Hold	2,030	–	–	0.03%	110
2024 Q3	$229K	Hold	2,030	–	–	0.03%	120
2024 Q2	$230K	Hold	2,030	–	–	0.03%	112
2024 Q1	$211K	Buy	+2,030	New	+$205K	0.03%	120
2022 Q2	–	Sell	-2,630	Closed	-$209K	–	117
2022 Q1	$209K	Sell	2,630 -606	-19%	-$47.6K	0.03%	111
2021 Q4	$281K	Hold	3,236	–	–	0.04%	95
2021 Q3	$242K	Buy	3,236 +206	+7%	+$15.9K	0.04%	100
2021 Q2	$224K	Hold	3,030	–	–	0.04%	105
2021 Q1	$201K	Sell	3,030 -100	-3%	-$6.6K	0.04%	103
2020 Q4	$203K	Buy	+3,130	New	+$191K	0.04%	102

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steigerwald Gordon & Koch's XLK Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.9% in Q2 2026, selling an estimated $17.1K and leaving 1,930 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #105.

Steigerwald Gordon & Koch first reported a position in XLK in Q4 2020 and has held it in 16 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Steigerwald Gordon & Koch held 1,930 shares of State Street Technology Select Sector SPDR ETF worth $368K as of Q2 2026.
Steigerwald Gordon & Koch sold 100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.1K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #105 holding.
Steigerwald Gordon & Koch first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.