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Whitney & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Whitney & Co’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 		$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

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 $44.6B AUM 28.94% 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

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. 1,377 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.
  • 1,377 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.