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

Tortoise 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 Q1	$321K	Sell	2,417 -205	-8%	-$28.9K	0.03%	194
2025 Q4	$378K	Sell	2,622 -80	-3%	-$11.6K	0.03%	182
2025 Q3	$381K	Buy	2,702 +420	+18%	+$55.6K	0.03%	176
2025 Q2	$289K	Sell	2,282 -5,090	-69%	-$565K	0.03%	185
2025 Q1	$761K	Buy	7,372 +676	+10%	+$76.6K	0.08%	125
2024 Q4	$778K	Buy	6,696 +658	+11%	+$76.6K	0.08%	127
2024 Q3	$682K	Buy	6,038 +1,370	+29%	+$150K	0.07%	131
2024 Q2	$528K	Buy	4,668 +2,896	+163%	+$305K	0.06%	144
2024 Q1	$185K	Buy	1,772 +1,400	+376%	+$142K	0.02%	226
2023 Q4	$35.8K	Hold	372	–	–	﹤0.01%	404
2023 Q3	$30.5K	Sell	372 -92	-20%	-$7.89K	﹤0.01%	413
2023 Q2	$40.3K	Hold	464	–	–	0.01%	367
2023 Q1	$35K	Hold	464	–	–	0.01%	375
2022 Q4	$28.9K	Hold	464	–	–	0.01%	402
2022 Q3	$28K	Buy	464 +92	+25%	+$6.28K	0.01%	388
2022 Q2	$24K	Hold	372	–	–	﹤0.01%	409
2022 Q1	$30K	Hold	372	–	–	0.01%	371
2021 Q4	$32K	Hold	372	–	–	0.01%	339
2021 Q3	$28K	Hold	372	–	–	0.01%	344
2021 Q2	$27K	Hold	372	–	–	0.01%	342
2021 Q1	$25K	Hold	372	–	–	0.01%	332
2020 Q4	$24K	Hold	372	–	–	0.01%	313
2020 Q3	$22K	Hold	372	–	–	0.01%	302
2020 Q2	$19K	Hold	372	–	–	﹤0.01%	308
2020 Q1	$15K	Hold	372	–	–	﹤0.01%	327
2019 Q4	$17K	Hold	372	–	–	﹤0.01%	346
2019 Q3	$15K	Hold	372	–	–	﹤0.01%	355
2019 Q2	$15K	Hold	372	–	–	﹤0.01%	382
2019 Q1	$14K	Hold	372	–	–	﹤0.01%	377
2018 Q4	$12K	Hold	372	–	–	﹤0.01%	374
2018 Q3	$14K	Hold	372	–	–	﹤0.01%	368
2018 Q2	$13K	Hold	372	–	–	﹤0.01%	384
2018 Q1	$12K	Hold	372	–	–	﹤0.01%	371
2017 Q4	$12K	Hold	372	–	–	﹤0.01%	375
2017 Q3	$11K	Hold	372	–	–	﹤0.01%	357
2017 Q2	$10K	Hold	372	–	–	﹤0.01%	359
2017 Q1	$10K	Hold	372	–	–	﹤0.01%	337
2016 Q4	$9K	Hold	372	–	–	﹤0.01%	347
2016 Q3	$9K	Hold	372	–	–	﹤0.01%	328
2016 Q2	$8K	Hold	372	–	–	﹤0.01%	341
2016 Q1	$8K	Sell	372 -1,000	-73%	-$20.7K	﹤0.01%	303
2015 Q4	$29K	Hold	1,372	–	–	0.01%	242
2015 Q3	$27K	Hold	1,372	–	–	0.01%	236
2015 Q2	$28K	Buy	1,372 +950	+225%	+$20.3K	0.01%	245
2015 Q1	$9K	Hold	422	–	–	﹤0.01%	303
2014 Q4	$9K	Buy	+422	New	+$8.56K	﹤0.01%	328

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

Tortoise Investment Management's XLK Position: Q1 2026 in Review

Tortoise Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.8% in Q1 2026, selling an estimated $28.9K and leaving 2,417 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #194.

Tortoise Investment Management first reported a position in XLK in Q4 2014 and has held it in 46 quarters since. The position peaked at $778K in Q4 2024. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Tortoise Investment Management held 2,417 shares of State Street Technology Select Sector SPDR ETF worth $321K as of Q1 2026.
Tortoise Investment Management sold 205 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $28.9K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #194 holding.
Tortoise Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Tortoise Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $778K in Q4 2024.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.