XLK SELECT SECTOR SPDR TR TECHNOLO

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  45 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported SELECT SECTOR SPDR TR TECHNOLO (XLK) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.31% in 2023 Q4. The latest visible filing shows XLK at 4.37% 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. 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 ORLEANS CAPITAL MANAGEMENT CORP/LA's position in SELECT SECTOR SPDR TR TECHNOLO, 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
2025 Q4

XLK was reported at 4.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.31% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 ORLEANS CAPITAL MANAGEMENT CORP/LA held XLK — position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 48,900 +20,005 +69.2% 4.37% $7.0M 2026-02-14 (Est.) $139.39
2025 Q3 REDUCED 28,895 -6,908 -19.3% 5.26% $8.1M 2025-11-12 $146.56
2025 Q2 ADDED 35,803 +355 +1.0% 4.81% $9.1M 2025-08-13 $133.61
2025 Q1 ADDED 35,448 +153 +0.4% 4.31% $7.3M 2025-05-09 $108.18
2024 Q4 ADDED 35,295 +230 +0.7% 4.67% $8.3M 2025-02-12 $117.03
2024 Q3 REDUCED 35,065 -965 -2.7% 4.50% $7.9M 2024-11-14 $116.20
2024 Q2 REDUCED 36,030 -2,230 -5.8% 5.18% $8.2M 2024-08-23 $110.77
2024 Q1 REDUCED 38,260 -2,800 -6.8% 5.23% $8.0M 2024-05-22 $106.22
2023 Q4 ADDED 41,060 +550 +1.4% 5.31% $7.9M 2024-02-14 $100.99
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and XLK

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

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning XLK?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported XLK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLK position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for XLK was 5.31% in 2023 Q4.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2025 Q4, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 48,900 shares, equal to 4.37% of portfolio, with an estimated market value of $7.0M.

What does the chart on this XLK ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA'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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