TCV Trust & Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TCV Trust & Wealth 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	$20.9M	Sell	109,680 -1,117	-1%	-$191K	1.58%	17
2026 Q1	$14.7M	Sell	110,797 -2,089	-2%	-$294K	1.23%	28
2025 Q4	$16.3M	Buy	112,886 +1,018	+0.9%	+$147K	1.31%	23
2025 Q3	$15.8M	Buy	111,868 +1,846	+2%	+$244K	1.32%	24
2025 Q2	$13.9M	Buy	110,022 +2,208	+2%	+$245K	1.22%	29
2025 Q1	$11.1M	Sell	107,814 -560	-0.5%	-$63.5K	1.03%	37
2024 Q4	$12.6M	Sell	108,374 -2,016	-2%	-$235K	1.16%	34
2024 Q3	$12.5M	Buy	110,390 +2,478	+2%	+$272K	1.12%	35
2024 Q2	$12.2M	Sell	107,912 -1,940	-2%	-$204K	1.16%	34
2024 Q1	$11.4M	Sell	109,852 -3,590	-3%	-$363K	1.1%	36
2023 Q4	$10.9M	Sell	113,442 -2,130	-2%	-$190K	1.1%	35
2023 Q3	$9.47M	Sell	115,572 -4,912	-4%	-$421K	1.04%	35
2023 Q2	$10.5M	Sell	120,484 -24	-0%	-$1.89K	1.11%	33
2023 Q1	$9.1M	Sell	120,508 -3,968	-3%	-$273K	1.01%	38
2022 Q4	$7.74M	Buy	124,476 +6,356	+5%	+$404K	0.88%	41
2022 Q3	$7.01M	Sell	118,120 -1,838	-2%	-$125K	0.89%	45
2022 Q2	$7.62M	Buy	119,958 +860	+0.7%	+$59.9K	0.91%	42
2022 Q1	$9.46M	Sell	119,098 -658	-0.5%	-$51.7K	1.01%	37
2021 Q4	$10.4M	Sell	119,756 -4,996	-4%	-$411K	1.04%	38
2021 Q3	$9.31M	Sell	124,752 -1,784	-1%	-$138K	1.03%	37
2021 Q2	$9.35M	Sell	126,536 -2,798	-2%	-$196K	1.02%	40
2021 Q1	$8.59M	Sell	129,334 -2,876	-2%	-$190K	0.99%	40
2020 Q4	$8.59M	Buy	132,210 +320	+0.2%	+$19.5K	1.04%	41
2020 Q3	$7.7M	Sell	131,890 -3,334	-2%	-$188K	1.04%	37
2020 Q2	$7.07M	Buy	135,224 +1,018	+0.8%	+$47.9K	1%	42
2020 Q1	$5.39M	Sell	134,206 -3,610	-3%	-$165K	0.89%	43
2019 Q4	$6.32M	Sell	137,816 -3,290	-2%	-$141K	0.77%	47
2019 Q3	$5.68M	Sell	141,106 -7,322	-5%	-$293K	0.73%	47
2019 Q2	$5.79M	Sell	148,428 -3,830	-3%	-$146K	0.75%	44
2019 Q1	$5.63M	Buy	152,258 +8,010	+6%	+$274K	0.74%	44
2018 Q4	$4.47M	Buy	144,248 +3,894	+3%	+$132K	0.65%	46
2018 Q3	$5.29M	Sell	140,354 -11,850	-8%	-$435K	0.71%	47
2018 Q2	$5.29M	Sell	152,204 -4,846	-3%	-$166K	0.74%	49
2018 Q1	$5.14M	Sell	157,050 -2,832	-2%	-$95.1K	0.74%	49
2017 Q4	$5.11M	Sell	159,882 -10,220	-6%	-$321K	0.71%	50
2017 Q3	$5.03M	Sell	170,102 -7,290	-4%	-$210K	0.74%	48
2017 Q2	$4.85M	Sell	177,392 -13,788	-7%	-$379K	0.73%	49
2017 Q1	$5.1M	Buy	191,180 +1,260	+0.7%	+$32.5K	0.78%	49
2016 Q4	$4.59M	Buy	189,920 +508	+0.3%	+$12.1K	0.74%	49
2016 Q3	$4.53M	Sell	189,412 -1,112	-0.6%	-$25.8K	0.77%	49
2016 Q2	$4.13M	Buy	190,524 +31,828	+20%	+$690K	0.72%	49
2016 Q1	$3.52M	Buy	158,696 +3,236	+2%	+$66.9K	0.63%	54
2015 Q4	$3.33M	Sell	155,460 -2,582	-2%	-$55.6K	0.59%	55
2015 Q3	$3.12M	Buy	158,042 +9,710	+7%	+$200K	0.56%	56
2015 Q2	$3.07M	Sell	148,332 -448	-0.3%	-$9.56K	0.5%	58
2015 Q1	$3.08M	Buy	148,780 +16	+0%	+$333	0.5%	60
2014 Q4	$3.08M	Sell	148,764 -9,794	-6%	-$199K	0.51%	64
2014 Q3	$3.16M	Sell	158,558 -22,806	-13%	-$452K	0.53%	64
2014 Q2	$3.48M	Sell	181,364 -34,940	-16%	-$647K	0.57%	61
2014 Q1	$3.93M	Sell	216,304 -5,002	-2%	-$89.3K	0.66%	49
2013 Q4	$3.95M	Buy	221,306 +60,436	+38%	+$1.02M	0.68%	48
2013 Q3	$2.58M	Buy	160,870 +3,976	+3%	+$63.4K	0.5%	67
2013 Q2	$2.4M	Buy	+156,894	New	+$2.43M	0.49%	64

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

TCV Trust & Wealth Management's XLK Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1% in Q2 2026, selling an estimated $191K and leaving 109,680 shares worth $20.9M. The position accounts for 1.58% of the portfolio, ranked #17.

TCV Trust & Wealth Management first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TCV Trust & Wealth Management held 109,680 shares of State Street Technology Select Sector SPDR ETF worth $20.9M as of Q2 2026.
TCV Trust & Wealth Management sold 1,117 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $191K.
State Street Technology Select Sector SPDR ETF made up 1.58% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #17 holding.
TCV Trust & Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.