SOUTHERN CAPITAL SERVICES INC /ADV XLK SELECT SECTOR SPDR TR

Ownership history in SOUTHERN CAPITAL SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

SOUTHERN CAPITAL SERVICES INC /ADV reported SELECT SECTOR SPDR TR (XLK) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 15.56% in 2026 Q2. The latest visible filing shows XLK at 15.56% 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 SOUTHERN CAPITAL SERVICES INC /ADV'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 Q2

XLK was reported at 15.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.56% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 SOUTHERN CAPITAL SERVICES INC /ADV 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 145,479 -28,171 -16.2% 15.56% $27.7M 2026-07-23 $178.45
2026 Q1 ADDED 173,650 +6,217 +3.7% 14.83% $23.1M 2026-04-29 $158.92
2025 Q4 INITIATED 167,433 15.19% $24.1M 2026-02-27 $138.42

FAQ About SOUTHERN CAPITAL SERVICES INC /ADV and XLK

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

How long has SOUTHERN CAPITAL SERVICES INC /ADV reported owning XLK?

SOUTHERN CAPITAL SERVICES INC /ADV reported XLK across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported XLK position in SOUTHERN CAPITAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for XLK was 15.56% in 2026 Q2.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2026 Q2, when SOUTHERN CAPITAL SERVICES INC /ADV reported 145,479 shares, equal to 15.56% of portfolio, with an estimated market value of $27.7M.

What does the chart on this XLK ownership page compare?

The chart compares SOUTHERN CAPITAL SERVICES INC /ADV'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.

← Back to SOUTHERN CAPITAL SERVICES INC /ADV Holdings