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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
GC
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

Welch Group's XLK Position: Q2 2026 in Review

Welch Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.2% in Q2 2026, buying an estimated $72.1K and bringing the position to 7,192 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #103.

Welch Group first reported a position in XLK in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.03M in Q4 2015. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Welch Group held 7,192 shares of State Street Technology Select Sector SPDR ETF worth $1.37M as of Q2 2026.
  • Welch Group bought 422 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $72.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Welch Group's portfolio in Q2 2026, its #103 holding.
  • Welch Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
  • Welch Group's State Street Technology Select Sector SPDR ETF position peaked at $2.03M in Q4 2015.
  • 1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.