Butensky & Cohen Financial Security’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Butensky & Cohen Financial Security’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.76M	Sell	30,210 -2,250	-7%	-$384K	1.42%	29
2026 Q1	$4.31M	Buy	32,460 +353	+1%	+$49.7K	1.14%	44
2025 Q4	$4.62M	Sell	32,107 -1,089	-3%	-$157K	1.25%	41
2025 Q3	$4.68M	Sell	33,196 -1,504	-4%	-$199K	1.3%	41
2025 Q2	$4.39M	Buy	34,700 +1,572	+5%	+$174K	1.31%	37
2025 Q1	$3.42M	Buy	33,128 +458	+1%	+$51.9K	1.05%	55
2024 Q4	$3.8M	Sell	32,670 -44	-0.1%	-$5.12K	1.19%	47
2024 Q3	$3.69M	Sell	32,714 -320	-1%	-$35.1K	1.1%	55
2024 Q2	$3.74M	Sell	33,034 -496	-1%	-$52.2K	1.19%	49
2024 Q1	$3.49M	Sell	33,530 -2,200	-6%	-$222K	1.09%	58
2023 Q4	$3.44M	Sell	35,730 -1,762	-5%	-$157K	1.14%	57
2023 Q3	$3.07M	Sell	37,492 -2,084	-5%	-$179K	1.12%	58
2023 Q2	$3.44M	Sell	39,576 -2,446	-6%	-$193K	1.24%	50
2023 Q1	$3.17M	Sell	42,022 -530	-1%	-$36.5K	1.14%	51
2022 Q4	$2.65M	Buy	42,552 +1,038	+3%	+$65.9K	0.98%	54
2022 Q3	$2.46M	Buy	41,514 +1,288	+3%	+$87.9K	1.02%	56
2022 Q2	$2.56M	Buy	40,226 +1,730	+4%	+$121K	1.05%	56
2022 Q1	$3.06M	Buy	38,496 +1,472	+4%	+$116K	1.07%	56
2021 Q4	$3.22M	Buy	37,024 +1,472	+4%	+$121K	1.15%	54
2021 Q3	$2.65M	Buy	35,552 +792	+2%	+$61.1K	1.05%	56
2021 Q2	$2.57M	Buy	34,760 +1,146	+3%	+$80.3K	1.02%	57
2021 Q1	$2.23M	Buy	33,614 +1,196	+4%	+$78.9K	0.92%	61
2020 Q4	$2.11M	Buy	32,418 +1,086	+3%	+$66.1K	0.95%	60
2020 Q3	$1.83M	Sell	31,332 -1,276	-4%	-$72.1K	0.97%	59
2020 Q2	$1.7M	Buy	32,608 +538	+2%	+$25.3K	0.97%	60
2020 Q1	$1.29M	Sell	32,070 -98	-0.3%	-$4.47K	0.97%	57
2019 Q4	$1.47M	Sell	32,168 -482	-1%	-$20.6K	0.84%	60
2019 Q3	$1.31M	Buy	32,650 +652	+2%	+$26.1K	0.79%	62
2019 Q2	$1.25M	Buy	31,998 +472	+1%	+$18K	0.83%	59
2019 Q1	$1.17M	Buy	31,526 +282	+0.9%	+$9.65K	0.85%	60
2018 Q4	$969K	Sell	31,244 -328	-1%	-$11.1K	0.86%	59
2018 Q3	$1.19M	Buy	31,572 +1,514	+5%	+$55.5K	0.95%	57
2018 Q2	$1.04M	Buy	30,058 +1,540	+5%	+$52.8K	0.88%	59
2018 Q1	$933K	Sell	28,518 -418	-1%	-$14K	0.82%	60
2017 Q4	$925K	Buy	28,936 +646	+2%	+$20.3K	0.77%	64
2017 Q3	$836K	Buy	28,290 +784	+3%	+$22.6K	0.74%	63
2017 Q2	$753K	Sell	27,506 -570	-2%	-$15.7K	0.68%	65
2017 Q1	$748K	Sell	28,076 -210	-0.7%	-$5.41K	0.68%	63
2016 Q4	$684K	Buy	28,286 +240	+0.9%	+$5.73K	0.63%	63
2016 Q3	$670K	Buy	28,046 +706	+3%	+$16.4K	0.65%	63
2016 Q2	$593K	Sell	27,340 -1,330	-5%	-$28.8K	0.58%	65
2016 Q1	$636K	Buy	28,670 +1,110	+4%	+$22.9K	0.61%	64
2015 Q4	$590K	Buy	27,560 +726	+3%	+$15.6K	0.58%	64
2015 Q3	$530K	Buy	26,834 +670	+3%	+$13.8K	0.57%	64
2015 Q2	$542K	Buy	26,164 +400	+2%	+$8.54K	0.55%	65
2015 Q1	$534K	Buy	25,764 +684	+3%	+$14.3K	0.53%	67
2014 Q4	$519K	Buy	+25,080	New	+$508K	0.52%	67

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Butensky & Cohen Financial Security's XLK Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.9% in Q2 2026, selling an estimated $384K and leaving 30,210 shares worth $5.76M. The position accounts for 1.42% of the portfolio, ranked #29.

Butensky & Cohen Financial Security first reported a position in XLK in Q4 2014 and has held it in 47 quarters since. 851 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Butensky & Cohen Financial Security held 30,210 shares of State Street Technology Select Sector SPDR ETF worth $5.76M as of Q2 2026.
Butensky & Cohen Financial Security sold 2,250 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $384K.
State Street Technology Select Sector SPDR ETF made up 1.42% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #29 holding.
Butensky & Cohen Financial Security first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
851 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.