Zacks Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Zacks Investment Management’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 Q1	$2.39M	Buy	17,972 +698	+4%	+$98.4K	0.02%	325
2025 Q4	$2.49M	Buy	17,274 +3,232	+23%	+$467K	0.02%	319
2025 Q3	$1.98M	Buy	14,042 +1,406	+11%	+$186K	0.02%	326
2025 Q2	$1.6M	Sell	12,636 -2,046	-14%	-$227K	0.01%	351
2025 Q1	$1.52M	Buy	14,682 +472	+3%	+$53.5K	0.01%	359
2024 Q4	$1.65M	Sell	14,210 -1,386	-9%	-$161K	0.02%	358
2024 Q3	$1.76M	Buy	15,596 +684	+5%	+$75.1K	0.02%	354
2024 Q2	$1.69M	Buy	14,912 +1,652	+12%	+$174K	0.02%	312
2024 Q1	$1.38M	Buy	13,260 +368	+3%	+$37.2K	0.01%	364
2023 Q4	$1.24M	Buy	12,892 +2,216	+21%	+$197K	0.02%	359
2023 Q3	$875K	Buy	10,676 +1,062	+11%	+$91.1K	0.01%	390
2023 Q2	$836K	Buy	9,614 +370	+4%	+$29.2K	0.01%	398
2023 Q1	$698K	Sell	9,244 -1,798	-16%	-$124K	0.01%	414
2022 Q4	$687K	Sell	11,042 -566	-5%	-$35.9K	0.01%	405
2022 Q3	$689K	Sell	11,608 -2,750	-19%	-$188K	0.01%	391
2022 Q2	$913K	Buy	14,358 +6,308	+78%	+$439K	0.01%	349
2022 Q1	$639K	Buy	8,050 +4,872	+153%	+$382K	0.01%	414
2021 Q4	$276K	Sell	3,178 -706	-18%	-$58.1K	﹤0.01%	552
2021 Q3	$290K	Buy	+3,884	New	+$300K	﹤0.01%	524

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's XLK Position: Q1 2026 in Review

Zacks Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q1 2026, buying an estimated $98.4K and bringing the position to 17,972 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #325.

Zacks Investment Management first reported a position in XLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Zacks Investment Management held 17,972 shares of State Street Technology Select Sector SPDR ETF worth $2.39M as of Q1 2026.
Zacks Investment Management bought 698 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $98.4K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #325 holding.
Zacks Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Zacks Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $2.49M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.