ZIG
XLK icon

Zullo Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Zullo Investment 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
Q1 		$9.05M Buy
68,080
+2,715
+4% +$383K 3.43% 4
2025
Q4 		$9.41M Sell
65,365
-935
-1% -$135K 3.44% 5
2025
Q3 		$9.34M Buy
66,300
+344
+0.5% +$45.6K 3.46% 5
2025
Q2 		$8.35M Buy
65,956
+742
+1% +$82.3K 3.39% 6
2025
Q1 		$6.73M Sell
65,214
-308
-0.5% -$34.9K 2.89% 6
2024
Q4 		$7.62M Sell
65,522
-866
-1% -$101K 3.08% 6
2024
Q3 		$7.49M Buy
66,388
+544
+0.8% +$59.7K 3.11% 6
2024
Q2 		$7.45M Buy
65,844
+210
+0.3% +$22.1K 3.27% 5
2024
Q1 		$6.83M Buy
65,634
+280
+0.4% +$28.3K 3.2% 5
2023
Q4 		$6.29M Buy
65,354
+66
+0.1% +$5.88K 3.22% 5
2023
Q3 		$5.35M Buy
65,288
+1,548
+2% +$133K 3.14% 5
2023
Q2 		$5.54M Sell
63,740
-348
-0.5% -$27.4K 3.16% 5
2023
Q1 		$4.84M Buy
64,088
+2,918
+5% +$201K 3.01% 3
2022
Q4 		$3.81M Buy
61,170
+1,152
+2% +$73.2K 2.33% 3
2022
Q3 		$3.56M Buy
60,018
+3,816
+7% +$260K 2.3% 4
2022
Q2 		$3.57M Buy
56,202
+2,712
+5% +$189K 2.23% 4
2022
Q1 		$4.25M Buy
53,490
+5,244
+11% +$412K 2.21% 4
2021
Q4 		$4.19M Buy
+48,246
New +$3.97M 2.16% 4

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zullo Investment Group's XLK Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q1 2026, buying an estimated $383K and bringing the position to 68,080 shares worth $9.05M. The position accounts for 3.43% of the portfolio, ranked #4.

Zullo Investment Group first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.41M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Zullo Investment Group held 68,080 shares of State Street Technology Select Sector SPDR ETF worth $9.05M as of Q1 2026.
  • Zullo Investment Group bought 2,715 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
  • State Street Technology Select Sector SPDR ETF made up 3.43% of Zullo Investment Group's portfolio in Q1 2026, its #4 holding.
  • Zullo Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $9.41M 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 Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.