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
Q2 		$12.5M Sell
65,396
-2,684
-4% -$459K 4.25% 4
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zullo Investment Group's XLK Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q2 2026, selling an estimated $459K and leaving 65,396 shares worth $12.5M. The position accounts for 4.25% of the portfolio, ranked #4.

Zullo Investment Group first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Zullo Investment Group held 65,396 shares of State Street Technology Select Sector SPDR ETF worth $12.5M as of Q2 2026.
  • Zullo Investment Group sold 2,684 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $459K.
  • State Street Technology Select Sector SPDR ETF made up 4.25% of Zullo Investment Group's portfolio in Q2 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 19 quarters since.
  • 2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.