XLK — SELECT SECTOR SPDR TR

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  37 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2023 Q2)
Avg. % of fund
0.63%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,522 +6,993 +73.4% 0.87% $2.4M $143.97
2025 Q3 REDUCED 9,529 -65 -0.7% 0.97% $2.7M $140.72
2025 Q2 REDUCED 9,594 -352 -3.5% 0.92% $2.4M $126.26
2025 Q1 REDUCED 9,946 -860 -8.0% 0.83% $2.1M $102.78
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)

Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Cerity Partners OCIO LLC 3Y 7Y 13.25% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74%
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