Wharton Business Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.6M | Sell |
486,310
-17,639
| -4% | -$2.49M | 2.44% | 14 |
|
|
2025
Q4 | $72.6M | Sell |
503,949
-12,035
| -2% | -$1.74M | 2.76% | 12 |
|
|
2025
Q3 | $72.7M | Sell |
515,984
-16,430
| -3% | -$2.18M | 3.18% | 11 |
|
|
2025
Q2 | $67M | Sell |
532,414
-35,222
| -6% | -$3.91M | 2.83% | 12 |
|
|
2025
Q1 | $58.8M | Buy |
567,636
+4,594
| +0.8% | +$521K | 2.66% | 12 |
|
|
2024
Q4 | $65.5M | Sell |
563,042
-10,200
| -2% | -$1.19M | 2.95% | 11 |
|
|
2024
Q3 | $64.7M | Buy |
573,242
+782
| +0.1% | +$85.8K | 2.91% | 11 |
|
|
2024
Q2 | $64.8M | Sell |
572,460
-13,010
| -2% | -$1.37M | 3.34% | 10 |
|
|
2024
Q1 | $61M | Sell |
585,470
-22,930
| -4% | -$2.32M | 2.93% | 10 |
|
|
2023
Q4 | $58.6M | Buy |
608,400
+932
| +0.2% | +$83K | 2.95% | 10 |
|
|
2023
Q3 | $49.8M | Sell |
607,468
-58,060
| -9% | -$4.98M | 2.77% | 9 |
|
|
2023
Q2 | $57.9M | Sell |
665,528
-66,276
| -9% | -$5.22M | 3.82% | 9 |
|
|
2023
Q1 | $55.3M | Buy |
731,804
+59,550
| +9% | +$4.1M | 3.31% | 9 |
|
|
2022
Q4 | $41.8M | Sell |
672,254
-35,260
| -5% | -$2.24M | 2.43% | 10 |
|
|
2022
Q3 | $42M | Buy |
707,514
+5,040
| +0.7% | +$344K | 2.84% | 10 |
|
|
2022
Q2 | $44.6M | Buy |
702,474
+52,562
| +8% | +$3.66M | 2.95% | 10 |
|
|
2022
Q1 | $51.6M | Sell |
649,912
-90,730
| -12% | -$7.12M | 3.13% | 8 |
|
|
2021
Q4 | $64.4M | Sell |
740,642
-11,140
| -1% | -$917K | 3.98% | 8 |
|
|
2021
Q3 | $56.1M | Sell |
751,782
-83,892
| -10% | -$6.47M | 5.7% | 6 |
|
|
2021
Q2 | $61.7M | Sell |
835,674
-57,414
| -6% | -$4.02M | 4.82% | 7 |
|
|
2021
Q1 | $59.3M | Sell |
893,088
-82,460
| -8% | -$5.44M | 4.63% | 9 |
|
|
2020
Q4 | $63.4M | Sell |
975,548
-47,376
| -5% | -$2.89M | 5.2% | 8 |
|
|
2020
Q3 | $59.7M | Sell |
1,022,924
-248,312
| -20% | -$14M | 5.51% | 7 |
|
|
2020
Q2 | $66.4M | Sell |
1,271,236
-22,110
| -2% | -$1.04M | 6.4% | 4 |
|
|
2020
Q1 | $52M | Buy |
1,293,346
+25,706
| +2% | +$1.17M | 5.87% | 4 |
|
|
2019
Q4 | $58.1M | Sell |
1,267,640
-67,870
| -5% | -$2.91M | 5.4% | 5 |
|
|
2019
Q3 | $53.8M | Buy |
1,335,510
+54,530
| +4% | +$2.18M | 5.39% | 5 |
|
|
2019
Q2 | $50M | Sell |
1,280,980
-178,506
| -12% | -$6.81M | 5.09% | 6 |
|
|
2019
Q1 | $54M | Buy |
1,459,486
+58,712
| +4% | +$2.01M | 5.59% | 5 |
|
|
2018
Q4 | $43.4M | Sell |
1,400,774
-8,290
| -0.6% | -$280K | 5.12% | 6 |
|
|
2018
Q3 | $53.1M | Sell |
1,409,064
-49,550
| -3% | -$1.82M | 5.27% | 6 |
|
|
2018
Q2 | $50.7M | Buy |
1,458,614
+10,386
| +0.7% | +$356K | 5.27% | 6 |
|
|
2018
Q1 | $47.4M | Buy |
1,448,228
+119,116
| +9% | +$4M | 4.9% | 6 |
|
|
2017
Q4 | $42.3M | Sell |
1,329,112
-204,350
| -13% | -$6.41M | 4.39% | 7 |
|
|
2017
Q3 | $45.3M | Sell |
1,533,462
-50,740
| -3% | -$1.46M | 4.79% | 7 |
|
|
2017
Q2 | $43.3M | Sell |
1,584,202
-48,520
| -3% | -$1.34M | 4.62% | 7 |
|
|
2017
Q1 | $43.5M | Sell |
1,632,722
-26,730
| -2% | -$689K | 4.65% | 6 |
|
|
2016
Q4 | $40.1M | Buy |
1,659,452
+219,160
| +15% | +$5.23M | 4.75% | 4 |
|
|
2016
Q3 | $34.4M | Sell |
1,440,292
-199,480
| -12% | -$4.63M | 4.24% | 4 |
|
|
2016
Q2 | $35.6M | Buy |
1,639,772
+21,560
| +1% | +$468K | 4.21% | 5 |
|
|
2016
Q1 | $35.9M | Buy |
1,618,212
+118,200
| +8% | +$2.44M | 3.97% | 5 |
|
|
2015
Q4 | $32.1M | Sell |
1,500,012
-38,490
| -3% | -$829K | 3.18% | 7 |
|
|
2015
Q3 | $30.4M | Sell |
1,538,502
-24,450
| -2% | -$504K | 3% | 8 |
|
|
2015
Q2 | $32.4K | Buy |
1,562,952
+112,780
| +8% | +$2.41M | 2.15% | 11 |
|
|
2015
Q1 | $30M | Sell |
1,450,172
-181,700
| -11% | -$3.79M | 2.48% | 13 |
|
|
2014
Q4 | $33.7M | Buy |
1,631,872
+18,120
| +1% | +$367K | 2.79% | 9 |
|
|
2014
Q3 | $32.2M | Buy |
1,613,752
+89,000
| +6% | +$1.76M | 2.86% | 8 |
|
|
2014
Q2 | $29.2M | Sell |
1,524,752
-646,670
| -30% | -$12M | 3.23% | 6 |
|
|
2014
Q1 | $39.5M | Buy |
2,171,422
+126,200
| +6% | +$2.25M | 3.18% | 7 |
|
|
2013
Q4 | $36.5M | Buy |
2,045,222
+34,348
| +2% | +$582K | 3.08% | 10 |
|
|
2013
Q3 | $32.2M | Buy |
2,010,874
+112,890
| +6% | +$1.8M | 2.71% | 10 |
|
|
2013
Q2 | $29M | Buy |
+1,897,984
| New | +$29.4M | 2.53% | 9 |
|
Other funds holding XLK
Wharton Business Group's XLK Position: Q1 2026 in Review
Wharton Business Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q1 2026, selling an estimated $2.49M and leaving 486,310 shares worth $64.6M. The position accounts for 2.44% of the portfolio, ranked #14.
Wharton Business Group first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.7M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- Wharton Business Group held 486,310 shares of State Street Technology Select Sector SPDR ETF worth $64.6M as of Q1 2026.
- Wharton Business Group sold 17,639 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.49M.
- State Street Technology Select Sector SPDR ETF made up 2.44% of Wharton Business Group's portfolio in Q1 2026, its #14 holding.
- Wharton Business Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
- Wharton Business Group's State Street Technology Select Sector SPDR ETF position peaked at $72.7M in Q3 2025.
- 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.