C2C Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

C2C Wealth Management’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	$9.38M	Buy	49,254 +2,857	+6%	+$488K	7.35%	2
2026 Q1	$6.17M	Buy	46,397 +369	+0.8%	+$52K	5.22%	5
2025 Q4	$6.63M	Buy	46,028 +652	+1%	+$94.2K	5.59%	4
2025 Q3	$6.39M	Sell	45,376 -110	-0.2%	-$14.6K	5.49%	4
2025 Q2	$5.76M	Sell	45,486 -224	-0.5%	-$24.9K	5.22%	5
2025 Q1	$4.72M	Buy	45,710 +340	+0.7%	+$38.5K	4.43%	6
2024 Q4	$5.27M	Hold	45,370	–	–	4.89%	6
2024 Q3	$5.04M	Buy	45,370 +920	+2%	+$101K	4.69%	6
2024 Q2	$5.03M	Buy	44,450 +150	+0.3%	+$15.8K	4.92%	6
2024 Q1	$4.61M	Buy	44,300 +1,050	+2%	+$106K	4.58%	7
2023 Q4	$4.18M	Sell	43,250 -7,464	-15%	-$664K	3.54%	7
2023 Q3	$4.17M	Buy	50,714 +236	+0.5%	+$20.2K	0.59%	13
2023 Q2	$4.51M	Buy	50,478 +2,866	+6%	+$226K	0.6%	13
2023 Q1	$3.49M	Hold	47,612	–	–	0.56%	16
2022 Q4	$3.06M	Sell	47,612 -62	-0.1%	-$3.94K	0.53%	16
2022 Q3	$3.02M	Buy	47,674 +36	+0.1%	+$2.46K	0.59%	16
2022 Q2	$3.22M	Sell	47,638 -146	-0.3%	-$10.2K	0.59%	17
2022 Q1	$3.6M	Sell	47,784 -234	-0.5%	-$18.4K	0.61%	16
2021 Q4	$4.17M	Buy	+48,018	New	+$3.95M	0.6%	16

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

C2C Wealth Management's XLK Position: Q2 2026 in Review

C2C Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.2% in Q2 2026, buying an estimated $488K and bringing the position to 49,254 shares worth $9.38M. The position accounts for 7.35% of the portfolio, ranked #2.

C2C Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

C2C Wealth Management held 49,254 shares of State Street Technology Select Sector SPDR ETF worth $9.38M as of Q2 2026.
C2C Wealth Management bought 2,857 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $488K.
State Street Technology Select Sector SPDR ETF made up 7.35% of C2C Wealth Management's portfolio in Q2 2026, its #2 holding.
C2C Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.