XLK β€” SELECT SECTOR SPDR TR

Ownership history in Gallagher Benefit Services, Inc.  Β·  1 quarter on record

AI Ownership Summary

Gallagher Benefit Services, Inc. reported SELECT SECTOR SPDR TR (XLK) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gallagher Benefit Services, Inc.'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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

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 Gallagher Benefit Services, Inc. held XLK β€” position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gallagher Benefit Services, Inc. and XLK

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

How long has Gallagher Benefit Services, Inc. reported owning XLK?

Gallagher Benefit Services, Inc. reported XLK across 0 quarterly 13F filings.

What was the largest reported XLK position in Gallagher Benefit Services, Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for XLK in Gallagher Benefit Services, Inc..

What is the latest reported XLK position on this page?

The most recent filing on this page is 2022 Q4, when Gallagher Benefit Services, Inc. reported 29,735 shares, equal to 0.78% of portfolio, with an estimated market value of $3.7M.

What does the chart on this XLK ownership page compare?

The chart compares Gallagher Benefit Services, Inc.'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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