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

Welch Group’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 Q3	$1.87M	Buy	9,562 +2,370	+33%	+$437K	0.06%	90
2026 Q2	$1.37M	Buy	7,192 +422	+6%	+$72.1K	0.05%	103
2026 Q1	$900K	Sell	6,770 -1,305	-16%	-$184K	0.03%	127
2025 Q4	$1.16M	Buy	8,075 +1,523	+23%	+$220K	0.04%	108
2025 Q3	$923K	Buy	6,552 +16	+0.2%	+$2.12K	0.04%	122
2025 Q2	$828K	Sell	6,536 -284	-4%	-$31.5K	0.03%	113
2025 Q1	$704K	Sell	6,820 -114	-2%	-$12.9K	0.03%	119
2024 Q4	$813K	Buy	6,934 +202	+3%	+$23.5K	0.04%	113
2024 Q3	$760K	Hold	6,732	–	–	0.03%	113
2024 Q2	$761K	Hold	6,732	–	–	0.04%	110
2024 Q1	$701K	Sell	6,732 -7,632	-53%	-$772K	0.03%	104
2023 Q4	$1.38M	Buy	14,364 +5,504	+62%	+$490K	0.07%	75
2023 Q3	$726K	Buy	8,860 +3,148	+55%	+$270K	0.04%	92
2023 Q2	$497K	Sell	5,712 -2,674	-32%	-$211K	0.03%	109
2023 Q1	$633K	Sell	8,386 -12,386	-60%	-$852K	0.04%	95
2022 Q4	$1.29M	Buy	+20,772	New	+$1.32M	0.07%	80
2022 Q3	–	Sell	-4,596	Closed	-$292K	–	207
2022 Q2	$292K	Buy	4,596 +606	+15%	+$42.2K	0.02%	150
2022 Q1	$317K	Sell	3,990 -4,994	-56%	-$392K	0.02%	156
2021 Q4	$781K	Buy	8,984 +5,144	+134%	+$424K	0.05%	96
2021 Q3	$287K	Sell	3,840 -1,414	-27%	-$109K	0.02%	148
2021 Q2	$388K	Buy	5,254 +514	+11%	+$36K	0.03%	122
2021 Q1	$315K	Sell	4,740 -14,692	-76%	-$970K	0.02%	139
2020 Q4	$1.26M	Buy	+19,432	New	+$1.18M	0.1%	66
2019 Q1	–	Sell	-3,778	Closed	-$117K	–	149
2018 Q4	$117K	Buy	+3,778	New	+$128K	0.01%	133
2016 Q1	–	Sell	-94,700	Closed	-$2.03M	–	153
2015 Q4	$2.03M	Buy	+94,700	New	+$2.04M	0.36%	42

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Welch Group's XLK Position: Q3 2026 in Review

Welch Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q3 2026, buying an estimated $437K and bringing the position to 9,562 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #90.

Welch Group first reported a position in XLK in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.03M in Q4 2015. 1,225 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Welch Group held 9,562 shares of State Street Technology Select Sector SPDR ETF worth $1.87M as of Q3 2026.
Welch Group bought 2,370 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $437K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Welch Group's portfolio in Q3 2026, its #90 holding.
Welch Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 25 quarters since.
Welch Group's State Street Technology Select Sector SPDR ETF position peaked at $2.03M in Q4 2015.
1,225 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.