Mendel Capital Management LLC / XLK
Mendel Capital Management LLC’s Select Sector Spdr Tr Position
Does Mendel Capital Management LLC own Select Sector Spdr Tr (XLK)? Yes — 148.2K shares worth $20M (+9.90% of its 13F portfolio) as of Q1 2026, up from 76.6K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
148.2K
% of Portfolio
+9.90%
Quarters Held
17
currently held
Position History XLK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 148.2K | $20M | +9.90% |
| Q3 2025 | 76.6K | $22M | +11.33% |
| Q2 2025 | 76.3K | $19M | +11.02% |
| Q1 2025 | 79.7K | $16M | +9.96% |
| Q4 2024 | 79.0K | $18M | +11.14% |
| Q3 2024 | 79.6K | $18M | +11.03% |
| Q2 2024 | 83.1K | $19M | +12.16% |
| Q1 2024 | 84.9K | $18M | +11.71% |
| Q4 2023 | 87.1K | $17M | +12.05% |
| Q3 2023 | 86.4K | $14M | +11.63% |
| Q2 2023 | 87.7K | $15M | +12.19% |
| Q1 2023 | 90.1K | $14M | +12.29% |
| Q4 2022 | 91.7K | $11M | +11.89% |
| Q3 2022 | 92.6K | $11M | +12.92% |
| Q2 2022 | 97.4K | $12M | +13.85% |
| Q1 2022 | 105.4K | $17M | +15.84% |
| Q4 2021 | 106.9K | $19M | +17.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mendel Capital Management LLC’s full portfolio or all institutional holders of XLK.