Welch & Forbes’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Welch & Forbes’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	$1.55M	Sell	8,125 -5	-0.1%	-$854	0.02%	200
2026 Q1	$1.08M	Buy	8,130 +402	+5%	+$56.6K	0.01%	218
2025 Q4	$1.11M	Hold	7,728	–	–	0.01%	220
2025 Q3	$1.09M	Buy	7,728 +220	+3%	+$29.1K	0.01%	220
2025 Q2	$951K	Hold	7,508	–	–	0.01%	226
2025 Q1	$775K	Buy	7,508 +902	+14%	+$102K	0.01%	239
2024 Q4	$768K	Hold	6,606	–	–	0.01%	245
2024 Q3	$746K	Hold	6,606	–	–	0.01%	248
2024 Q2	$768K	Sell	6,606 -42	-0.6%	-$4.42K	0.01%	246
2024 Q1	$692K	Buy	6,648 +1,858	+39%	+$188K	0.01%	254
2023 Q4	$461K	Sell	4,790 -1,322	-22%	-$118K	0.01%	292
2023 Q3	$501K	Sell	6,112 -452	-7%	-$38.8K	0.01%	279
2023 Q2	$571K	Buy	6,564 +452	+7%	+$35.6K	0.01%	276
2023 Q1	$461K	Hold	6,112	–	–	0.01%	289
2022 Q4	$380K	Sell	6,112 -2,794	-31%	-$177K	0.01%	308
2022 Q3	$529K	Hold	8,906	–	–	0.01%	270
2022 Q2	$566K	Hold	8,906	–	–	0.01%	271
2022 Q1	$707K	Hold	8,906	–	–	0.01%	258
2021 Q4	$775K	Hold	8,906	–	–	0.01%	255
2021 Q3	$665K	Hold	8,906	–	–	0.01%	260
2021 Q2	$657K	Buy	8,906 +2,092	+31%	+$147K	0.01%	268
2021 Q1	$452K	Buy	6,814 +90	+1%	+$5.94K	0.01%	290
2020 Q4	$437K	Hold	6,724	–	–	0.01%	284
2020 Q3	$392K	Hold	6,724	–	–	0.01%	268
2020 Q2	$351K	Hold	6,724	–	–	0.01%	278
2020 Q1	$270K	Hold	6,724	–	–	0.01%	289
2019 Q4	$308K	Hold	6,724	–	–	0.01%	308
2019 Q3	$271K	Hold	6,724	–	–	0.01%	318
2019 Q2	$262K	Buy	6,724 +166	+3%	+$6.33K	0.01%	312
2019 Q1	$243K	Hold	6,558	–	–	0.01%	320
2018 Q4	$203K	Hold	6,558	–	–	0.01%	325
2018 Q3	$247K	Sell	6,558 -2,500	-28%	-$91.7K	0.01%	329
2018 Q2	$315K	Sell	9,058 -1,000	-10%	-$34.3K	0.01%	301
2018 Q1	$329K	Hold	10,058	–	–	0.01%	295
2017 Q4	$322K	Buy	+10,058	New	+$315K	0.01%	285
2017 Q1	–	Sell	-9,150	Closed	-$222K	–	356
2016 Q4	$222K	Hold	9,150	–	–	0.01%	321
2016 Q3	$219K	Buy	+9,150	New	+$213K	0.01%	284
2016 Q2	–	Sell	-9,450	Closed	-$210K	–	354
2016 Q1	$210K	Sell	9,450 -3,250	-26%	-$67.2K	0.01%	325
2015 Q4	$272K	Buy	+12,700	New	+$273K	0.01%	282
2015 Q3	–	Sell	-11,770	Closed	-$243K	–	344
2015 Q2	$243K	Buy	11,770 +340	+3%	+$7.26K	0.01%	308
2015 Q1	$236K	Buy	+11,430	New	+$238K	0.01%	308

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

Welch & Forbes's XLK Position: Q2 2026 in Review

Welch & Forbes reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.06% in Q2 2026, selling an estimated $854 and leaving 8,125 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #200.

Welch & Forbes first reported a position in XLK in Q1 2015 and has held it in 41 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Welch & Forbes held 8,125 shares of State Street Technology Select Sector SPDR ETF worth $1.55M as of Q2 2026.
Welch & Forbes sold 5 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $854.
State Street Technology Select Sector SPDR ETF made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #200 holding.
Welch & Forbes first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 41 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.