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

Westwood Holdings 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	$65.8M	Buy	+345,506	New	+$59M	0.5%	60
2025 Q2	–	Sell	-3,052	Closed	-$315K	–	523
2025 Q1	$315K	Hold	3,052	–	–	﹤0.01%	428
2024 Q4	$355K	Sell	3,052 -84	-3%	-$9.77K	﹤0.01%	436
2024 Q3	$354K	Hold	3,136	–	–	﹤0.01%	423
2024 Q2	$355K	Sell	3,136 -20	-0.6%	-$2.11K	﹤0.01%	404
2024 Q1	$329K	Hold	3,156	–	–	﹤0.01%	420
2023 Q4	$304K	Hold	3,156	–	–	﹤0.01%	422
2023 Q3	$259K	Sell	3,156 -3,132	-50%	-$269K	﹤0.01%	420
2023 Q2	$547K	Buy	6,288 +3,052	+94%	+$241K	﹤0.01%	385
2023 Q1	$244K	Buy	+3,236	New	+$223K	﹤0.01%	463
2022 Q3	–	Sell	-3,426	Closed	-$218K	–	484
2022 Q2	$218K	Buy	3,426 +142	+4%	+$9.89K	﹤0.01%	437
2022 Q1	$261K	Sell	3,284 -1,310	-29%	-$103K	﹤0.01%	423
2021 Q4	$399K	Buy	4,594 +1,168	+34%	+$96.2K	﹤0.01%	393
2021 Q3	$256K	Hold	3,426	–	–	﹤0.01%	405
2021 Q2	$253K	Sell	3,426 -1,700	-33%	-$119K	﹤0.01%	415
2021 Q1	$341K	Sell	5,126 -5,600	-52%	-$370K	﹤0.01%	398
2020 Q4	$697K	Buy	10,726 +7,076	+194%	+$431K	0.01%	354
2020 Q3	$213K	Buy	+3,650	New	+$206K	﹤0.01%	388
2017 Q2	–	Sell	-65,680	Closed	-$1.75M	–	528
2017 Q1	$1.75M	Sell	65,680 -10,358	-14%	-$267K	0.01%	283
2016 Q4	$1.84M	Sell	76,038 -2,850	-4%	-$68K	0.02%	303
2016 Q3	$1.88M	Sell	78,888 -3,930	-5%	-$91.3K	0.02%	306
2016 Q2	$1.8M	Buy	82,818 +52,292	+171%	+$1.13M	0.02%	283
2016 Q1	$677K	Buy	+30,526	New	+$631K	0.01%	321
2015 Q4	–	Sell	-39,226	Closed	-$775K	–	416
2015 Q3	$775K	Buy	39,226 +5,538	+16%	+$114K	0.01%	313
2015 Q2	$697K	Buy	+33,688	New	+$719K	0.01%	321

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westwood Holdings Group's XLK Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 345,506 shares worth $65.8M. The stake represents 0.5% of the portfolio and ranks #60 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in XLK as recently as Q1 2025.

Westwood Holdings Group first reported a position in XLK in Q2 2015 and has held it in 25 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Westwood Holdings Group held 345,506 shares of State Street Technology Select Sector SPDR ETF worth $65.8M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Westwood Holdings Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.5% of Westwood Holdings Group's portfolio in Q2 2026, its #60 holding.
Westwood Holdings Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and has held it in 25 quarters since.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.