Stephens Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stephens Inc’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	$17.7M	Buy	93,108 +393	+0.4%	+$67.1K	0.2%	120
2026 Q1	$12.3M	Buy	92,715 +896	+1%	+$126K	0.15%	143
2025 Q4	$13.2M	Sell	91,819 -7,867	-8%	-$1.14M	0.16%	132
2025 Q3	$14M	Sell	99,686 -2,974	-3%	-$394K	0.18%	127
2025 Q2	$13M	Buy	102,660 +1,398	+1%	+$155K	0.18%	129
2025 Q1	$10.5M	Buy	101,262 +4,196	+4%	+$476K	0.15%	148
2024 Q4	$11.3M	Sell	97,066 -1,022	-1%	-$119K	0.16%	141
2024 Q3	$11.1M	Sell	98,088 -5,722	-6%	-$628K	0.16%	149
2024 Q2	$11.7M	Sell	103,810 -22,354	-18%	-$2.35M	0.18%	131
2024 Q1	$13.1M	Buy	126,164 +4,434	+4%	+$448K	0.2%	127
2023 Q4	$11.7M	Sell	121,730 -2,584	-2%	-$230K	0.2%	118
2023 Q3	$10.2M	Sell	124,314 -8,230	-6%	-$706K	0.2%	123
2023 Q2	$11.5M	Buy	132,544 +14,552	+12%	+$1.15M	0.21%	111
2023 Q1	$8.91M	Sell	117,992 -2,040	-2%	-$140K	0.17%	148
2022 Q4	$7.47M	Sell	120,032 -7,642	-6%	-$485K	0.15%	159
2022 Q3	$7.58M	Sell	127,674 -8,394	-6%	-$573K	0.16%	149
2022 Q2	$8.65M	Sell	136,068 -3,932	-3%	-$274K	0.17%	141
2022 Q1	$11.1M	Sell	140,000 -3,264	-2%	-$256K	0.18%	122
2021 Q4	$12.5M	Sell	143,264 -3,086	-2%	-$254K	0.19%	116
2021 Q3	$10.9M	Sell	146,350 -12,380	-8%	-$955K	0.17%	132
2021 Q2	$11.7M	Buy	158,730 +16,046	+11%	+$1.12M	0.18%	128
2021 Q1	$9.47M	Buy	142,684 +1,282	+0.9%	+$84.6K	0.16%	135
2020 Q4	$9.19M	Sell	141,402 -7,036	-5%	-$429K	0.16%	134
2020 Q3	$8.66M	Sell	148,438 -3,550	-2%	-$201K	0.17%	128
2020 Q2	$7.94M	Sell	151,988 -5,628	-4%	-$265K	0.17%	133
2020 Q1	$6.33M	Sell	157,616 -40,636	-20%	-$1.85M	0.17%	138
2019 Q4	$9.09M	Sell	198,252 -7,276	-4%	-$311K	0.19%	122
2019 Q3	$8.28M	Sell	205,528 -5,878	-3%	-$235K	0.18%	132
2019 Q2	$8.25M	Buy	211,406 +26,192	+14%	+$999K	0.19%	126
2019 Q1	$6.85M	Buy	185,214 +15,514	+9%	+$531K	0.16%	133
2018 Q4	$5.26M	Sell	169,700 -12,918	-7%	-$437K	0.15%	152
2018 Q3	$6.88M	Sell	182,618 -27,514	-13%	-$1.01M	0.17%	142
2018 Q2	$7.3M	Sell	210,132 -7,198	-3%	-$247K	0.22%	110
2018 Q1	$7.11M	Buy	217,330 +4,920	+2%	+$165K	0.27%	92
2017 Q4	$6.79M	Sell	212,410 -8,452	-4%	-$265K	0.25%	99
2017 Q3	$6.53M	Sell	220,862 -19,624	-8%	-$565K	0.24%	98
2017 Q2	$6.58M	Buy	240,486 +11,174	+5%	+$307K	0.23%	98
2017 Q1	$6.11M	Buy	229,312 +17,020	+8%	+$439K	0.22%	97
2016 Q4	$5.13M	Buy	212,292 +36,914	+21%	+$881K	0.21%	108
2016 Q3	$4.19M	Buy	175,378 +5,894	+3%	+$137K	0.18%	118
2016 Q2	$3.67M	Sell	169,484 -8,166	-5%	-$177K	0.16%	133
2016 Q1	$3.94M	Buy	177,650 +162,478	+1,071%	+$3.36M	0.19%	110
2015 Q4	$325K	Hold	15,172	–	–	0.02%	527
2015 Q3	$300K	Sell	15,172 -100	-0.7%	-$2.06K	0.02%	545
2015 Q2	$316K	Hold	15,272	–	–	0.01%	592
2015 Q1	$316K	Sell	15,272 -13,538	-47%	-$282K	0.01%	601
2014 Q4	$596K	Sell	28,810 -21,536	-43%	-$437K	0.03%	466
2014 Q3	$1M	Buy	50,346 +588	+1%	+$11.6K	0.05%	334
2014 Q2	$954K	Buy	49,758 +5,144	+12%	+$95.2K	0.05%	339
2014 Q1	$811K	Sell	44,614 -1,094	-2%	-$19.5K	0.04%	358
2013 Q4	$817K	Buy	45,708 +1,328	+3%	+$22.5K	0.04%	378
2013 Q3	$711K	Buy	+44,380	New	+$708K	0.04%	386

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

Stephens Inc's XLK Position: Q2 2026 in Review

Stephens Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.42% in Q2 2026, buying an estimated $67.1K and bringing the position to 93,108 shares worth $17.7M. The position accounts for 0.2% of the portfolio, ranked #120.

Stephens Inc first reported a position in XLK in Q3 2013 and has held it in 52 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Stephens Inc held 93,108 shares of State Street Technology Select Sector SPDR ETF worth $17.7M as of Q2 2026.
Stephens Inc bought 393 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
State Street Technology Select Sector SPDR ETF made up 0.2% of Stephens Inc's portfolio in Q2 2026, its #120 holding.
Stephens Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 52 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.