Whitney & Co’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
Q2 | $2.34M | Sell |
12,294
-46
| -0.4% | -$7.86K | 0.17% | 75 |
|
|
2026
Q1 | $1.64M | Sell |
12,340
-251
| -2% | -$35.4K | 0.14% | 85 |
|
|
2025
Q4 | $1.81M | Buy |
12,591
+267
| +2% | +$38.6K | 0.14% | 79 |
|
|
2025
Q3 | $1.74M | Buy |
12,324
+892
| +8% | +$118K | 0.16% | 67 |
|
|
2025
Q2 | $1.45M | Sell |
11,432
-110
| -1% | -$12.2K | 0.14% | 65 |
|
|
2025
Q1 | $1.19M | Sell |
11,542
-902
| -7% | -$102K | 0.13% | 72 |
|
|
2024
Q4 | $1.45M | Buy |
12,444
+700
| +6% | +$81.4K | 0.15% | 63 |
|
|
2024
Q3 | $1.33M | Sell |
11,744
-382
| -3% | -$41.9K | 0.14% | 65 |
|
|
2024
Q2 | $1.37M | Buy |
12,126
+10
| +0.1% | +$1.05K | 0.16% | 64 |
|
|
2024
Q1 | $1.26M | Buy |
12,116
+992
| +9% | +$100K | 0.15% | 67 |
|
|
2023
Q4 | $1.07M | Buy |
11,124
+4
| +0% | +$356 | 0.14% | 65 |
|
|
2023
Q3 | $911K | Buy |
11,120
+2
| +0% | +$172 | 0.14% | 70 |
|
|
2023
Q2 | $966K | Sell |
11,118
-14
| -0.1% | -$1.1K | 0.14% | 68 |
|
|
2023
Q1 | $841K | Buy |
11,132
+16
| +0.1% | +$1.1K | 0.13% | 71 |
|
|
2022
Q4 | $692K | Buy |
11,116
+2
| +0% | +$127 | 0.13% | 75 |
|
|
2022
Q3 | $660K | Buy |
11,114
+4
| +0% | +$273 | 0.13% | 80 |
|
|
2022
Q2 | $706K | Sell |
11,110
-102
| -0.9% | -$7.11K | 0.13% | 78 |
|
|
2022
Q1 | $891K | Sell |
11,212
-4,196
| -27% | -$329K | 0.14% | 78 |
|
|
2021
Q4 | $1.34M | Buy |
15,408
+1,026
| +7% | +$84.5K | 0.2% | 66 |
|
|
2021
Q3 | $1.07M | Buy |
14,382
+1,246
| +9% | +$96.1K | 0.17% | 65 |
|
|
2021
Q2 | $970K | Buy |
13,136
+1,350
| +11% | +$94.6K | 0.16% | 65 |
|
|
2021
Q1 | $783K | Buy |
11,786
+360
| +3% | +$23.8K | 0.14% | 70 |
|
|
2020
Q4 | $766K | Buy |
11,426
+12
| +0.1% | +$731 | 0.12% | 75 |
|
|
2020
Q3 | $666K | Buy |
11,414
+110
| +1% | +$6.21K | 0.12% | 75 |
|
|
2020
Q2 | $591K | Buy |
11,304
+1,284
| +13% | +$60.4K | 0.12% | 72 |
|
|
2020
Q1 | $403K | Sell |
10,020
-800
| -7% | -$36.5K | 0.1% | 77 |
|
|
2019
Q4 | $496K | Hold |
10,820
| – | – | 0.1% | 86 |
|
|
2019
Q3 | $460K | Sell |
10,820
-1,130
| -9% | -$45.2K | 0.1% | 84 |
|
|
2019
Q2 | $466K | Sell |
11,950
-140
| -1% | -$5.34K | 0.1% | 84 |
|
|
2019
Q1 | $476K | Sell |
12,090
-4,670
| -28% | -$160K | 0.11% | 83 |
|
|
2018
Q4 | $568K | Buy |
16,760
+15,758
| +1,573% | +$533K | 0.15% | 82 |
|
|
2018
Q3 | $36K | Buy |
+1,002
| New | +$36.7K | 0.01% | 209 |
|
Other funds holding XLK
APTFM
Whitney & Co's XLK Position: Q2 2026 in Review
Whitney & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.37% in Q2 2026, selling an estimated $7.86K and leaving 12,294 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #75.
Whitney & Co first reported a position in XLK in Q3 2018 and has held it in 32 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Whitney & Co held 12,294 shares of State Street Technology Select Sector SPDR ETF worth $2.34M as of Q2 2026.
- Whitney & Co sold 46 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.86K.
- State Street Technology Select Sector SPDR ETF made up 0.17% of Whitney & Co's portfolio in Q2 2026, its #75 holding.
- Whitney & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
- 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.