Sterling Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sterling Investment 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 Q2	$974K	Sell	5,110 -1,238	-20%	-$212K	0.53%	37
2026 Q1	$844K	Sell	6,348 -38	-0.6%	-$5.36K	0.51%	40
2025 Q4	$919K	Sell	6,386 -668	-9%	-$96.5K	0.52%	44
2025 Q3	$994K	Sell	7,054 -368	-5%	-$48.7K	0.6%	43
2025 Q2	$940K	Sell	7,422 -342	-4%	-$38K	0.62%	42
2025 Q1	$802K	Buy	7,764 +40	+0.5%	+$4.54K	0.57%	41
2024 Q4	$898K	Sell	7,724 -814	-10%	-$94.7K	0.71%	42
2024 Q3	$964K	Sell	8,538 -54	-0.6%	-$5.93K	0.73%	38
2024 Q2	$972K	Sell	8,592 -1,044	-11%	-$110K	0.74%	39
2024 Q1	$1M	Sell	9,636 -20	-0.2%	-$2.02K	0.71%	40
2023 Q4	$929K	Buy	9,656 +2,848	+42%	+$254K	0.68%	45
2023 Q3	$558K	Sell	6,808 -334	-5%	-$28.6K	0.5%	41
2023 Q2	$621K	Sell	7,142 -214	-3%	-$16.9K	0.49%	48
2023 Q1	$555K	Sell	7,356 -426	-5%	-$29.3K	0.44%	49
2022 Q4	$484K	Buy	7,782 +2,330	+43%	+$148K	0.39%	50
2022 Q3	$324K	Sell	5,452 -48	-0.9%	-$3.28K	0.27%	52
2022 Q2	$350K	Sell	5,500 -5,140	-48%	-$358K	0.29%	60
2022 Q1	$845K	Sell	10,640 -1,594	-13%	-$125K	0.59%	55
2021 Q4	$1.06M	Sell	12,234 -104	-0.8%	-$8.56K	0.66%	52
2021 Q3	$921K	Sell	12,338 -132	-1%	-$10.2K	0.59%	53
2021 Q2	$921K	Sell	12,470 -8,024	-39%	-$562K	0.6%	46
2021 Q1	$1.36M	Sell	20,494 -1,262	-6%	-$83.3K	0.93%	36
2020 Q4	$1.41M	Sell	21,756 -1,660	-7%	-$101K	1%	34
2020 Q3	$1.37M	Sell	23,416 -316	-1%	-$17.9K	1.02%	33
2020 Q2	$1.24M	Buy	23,732 +1,212	+5%	+$57K	0.96%	34
2020 Q1	$905K	Sell	22,520 -3,216	-12%	-$147K	0.79%	35
2019 Q4	$1.18M	Buy	25,736 +424	+2%	+$18.1K	0.78%	37
2019 Q3	$1.02M	Sell	25,312 -626	-2%	-$25K	0.74%	36
2019 Q2	$1.01M	Buy	25,938 +5,550	+27%	+$212K	0.78%	34
2019 Q1	$754K	Sell	20,388 -6,414	-24%	-$219K	0.58%	40
2018 Q4	$831K	Buy	26,802 +56	+0.2%	+$1.89K	0.69%	31
2018 Q3	$1.01M	Sell	26,746 -2,282	-8%	-$83.7K	0.73%	33
2018 Q2	$1.01M	Sell	29,028 -1,426	-5%	-$48.9K	0.78%	35
2018 Q1	$996K	Buy	30,454 +444	+1%	+$14.9K	0.8%	35
2017 Q4	$960K	Buy	30,010 +4,158	+16%	+$130K	1.02%	32
2017 Q3	$764K	Buy	25,852 +6,172	+31%	+$178K	1.04%	30
2017 Q2	$538K	Sell	19,680 -844	-4%	-$23.2K	0.71%	34
2017 Q1	$547K	Buy	20,524 +10,608	+107%	+$273K	0.77%	33
2016 Q4	$240K	Sell	9,916 -246	-2%	-$5.87K	0.34%	41
2016 Q3	$243K	Hold	10,162	–	–	0.36%	41
2016 Q2	$220K	Hold	10,162	–	–	0.3%	47
2016 Q1	$225K	Buy	+10,162	New	+$210K	0.31%	45

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sterling Investment Management's XLK Position: Q2 2026 in Review

Sterling Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $212K and leaving 5,110 shares worth $974K. The position accounts for 0.53% of the portfolio, ranked #37.

Sterling Investment Management first reported a position in XLK in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.41M in Q4 2020. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sterling Investment Management held 5,110 shares of State Street Technology Select Sector SPDR ETF worth $974K as of Q2 2026.
Sterling Investment Management sold 1,238 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
State Street Technology Select Sector SPDR ETF made up 0.53% of Sterling Investment Management's portfolio in Q2 2026, its #37 holding.
Sterling Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 42 quarters since.
Sterling Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.41M in Q4 2020.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.