XLK — SEL SECTOR:TECH SPDR

Ownership history in SRB CORP  ·  4 quarters on record

This page tracks every 13F SEC filing in which SRB CORP reported a position in SEL SECTOR:TECH SPDR (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
6.89% (2025 Q1)
Avg. % of fund
6.26%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 853,424 +452,800 +113.0% 6.74% $122.9M $143.97
2025 Q3 ADDED 400,624 +76,439 +23.6% 6.47% $112.9M $140.72
2025 Q2 REDUCED 324,185 -187,297 -36.6% 4.93% $82.1M $126.26
2025 Q1 INITIATED 511,482 — — 6.89% $105.6M $102.78
% 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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