XLK β€” SELECT SECTOR SPDR TR

Ownership history in Crescent Sterling, Ltd.  Β·  5 quarters on record

AI Ownership Summary

Crescent Sterling, Ltd. reported SELECT SECTOR SPDR TR (XLK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows XLK at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crescent Sterling, Ltd.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLK was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crescent Sterling, Ltd. held XLK β€” position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,045 +1,101 +27.9% 0.65% $670K 2026-04-07 $137.43
2025 Q4 ADDED 3,944 +2,237 +131.0% 0.58% $568K 2026-01-07 $146.35
2025 Q3 ADDED 1,707 +337 +24.6% 0.51% $481K 2025-10-15 $141.76
2025 Q2 ADDED 1,370 +59 +4.5% 0.39% $347K 2025-08-04 $130.62
2025 Q1 INITIATED 1,311 β€” β€” 0.28% $271K 2025-04-15 $99.87

FAQ About Crescent Sterling, Ltd. and XLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crescent Sterling, Ltd. reported owning XLK?

Crescent Sterling, Ltd. reported XLK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XLK position in Crescent Sterling, Ltd.'s portfolio?

The largest reported portfolio weight for XLK was 0.65% in 2026 Q1.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2026 Q1, when Crescent Sterling, Ltd. reported 5,045 shares, equal to 0.65% of portfolio, with an estimated market value of $670K.

What does the chart on this XLK ownership page compare?

The chart compares Crescent Sterling, Ltd.'s quarterly XLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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