XLK — SELECT SECTOR SPDR TR

Ownership history in EWG Elevate Inc.  ·  18 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate 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
3.31% (2019 Q4)
Avg. % of fund
1.18%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,226 +13,703 +543.1% 1.43% $4.6M $140.72
2025 Q1 ADDED 2,523 +1,196 +90.1% 0.19% $521K $102.78
2024 Q4 REDUCED 1,327 -487 -26.8% 0.09% $309K $115.54
2024 Q3 REDUCED 1,814 -23,450 -92.8% 0.16% $409K $112.00
14 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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