Sunbelt Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sunbelt Securities’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	$3.22M	Buy	24,216 +873	+4%	+$123K	0.2%	88
2025 Q4	$3.36M	Sell	23,343 -715	-3%	-$103K	0.22%	86
2025 Q3	$3.39M	Buy	24,058 +1,860	+8%	+$246K	0.23%	84
2025 Q2	$2.58M	Buy	22,198 +382	+2%	+$42.4K	0.23%	81
2025 Q1	$2.25M	Sell	21,816 -382	-2%	-$43.3K	0.2%	90
2024 Q4	$2.6M	Sell	22,198 -3,604	-14%	-$419K	0.23%	80
2024 Q3	$2.91M	Buy	25,802 +1,972	+8%	+$216K	0.29%	74
2024 Q2	$2.7M	Sell	23,830 -152	-0.6%	-$16K	0.28%	79
2024 Q1	$2.5M	Sell	23,982 -2,640	-10%	-$267K	0.28%	77
2023 Q4	$2.56M	Buy	26,622 +4,506	+20%	+$401K	0.32%	69
2023 Q3	$1.81M	Buy	22,116 +13,470	+156%	+$1.16M	0.25%	85
2023 Q2	$752K	Buy	8,646 +6,396	+284%	+$504K	0.11%	204
2023 Q1	$168K	Buy	+2,250	New	+$155K	0.03%	467
2022 Q2	–	Sell	-7,652	Closed	-$617K	–	487
2022 Q1	$617K	Sell	7,652 -1,158	-13%	-$90.9K	0.11%	209
2021 Q4	$707K	Buy	8,810 +112	+1%	+$9.22K	0.11%	203
2021 Q3	$654K	Hold	8,698	–	–	0.12%	211
2021 Q2	$654K	Sell	8,698 -406	-4%	-$28.4K	0.12%	211
2021 Q1	$605K	Sell	9,104 -220	-2%	-$14.5K	0.12%	209
2020 Q4	$606K	Buy	9,324 +356	+4%	+$21.7K	0.13%	199
2020 Q3	$523K	Buy	8,968 +174	+2%	+$9.83K	0.15%	184
2020 Q2	$459K	Buy	+8,794	New	+$414K	0.16%	166
2020 Q1	–	Sell	-14,178	Closed	-$650K	–	670
2019 Q4	$650K	Buy	14,178 +544	+4%	+$23.3K	0.07%	265
2019 Q3	$549K	Buy	13,634 +7,002	+106%	+$280K	0.06%	282
2019 Q2	$259K	Sell	6,632 -238	-3%	-$9.07K	0.11%	225
2019 Q1	$254K	Sell	6,870 -66	-1%	-$2.26K	0.13%	194
2018 Q4	$215K	Buy	6,936 +160	+2%	+$5.41K	0.13%	195
2018 Q3	$255K	Buy	+6,776	New	+$249K	0.14%	183
2018 Q2	–	Sell	-8,112	Closed	-$265K	–	225
2018 Q1	$265K	Buy	8,112 +1,790	+28%	+$60.1K	0.24%	144
2017 Q4	$202K	Sell	6,322 -1,176	-16%	-$36.9K	0.2%	163
2017 Q3	$222K	Buy	+7,498	New	+$216K	0.23%	144

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

Sunbelt Securities's XLK Position: Q1 2026 in Review

Sunbelt Securities increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, buying an estimated $123K and bringing the position to 24,216 shares worth $3.22M. The position accounts for 0.2% of the portfolio, ranked #88.

Sunbelt Securities first reported a position in XLK in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.39M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sunbelt Securities held 24,216 shares of State Street Technology Select Sector SPDR ETF worth $3.22M as of Q1 2026.
Sunbelt Securities bought 873 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $123K.
State Street Technology Select Sector SPDR ETF made up 0.2% of Sunbelt Securities's portfolio in Q1 2026, its #88 holding.
Sunbelt Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 30 quarters since.
Sunbelt Securities's State Street Technology Select Sector SPDR ETF position peaked at $3.39M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.