C2C Wealth Management
XLK icon

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
Q3 		$9.7M Buy
49,804
+550
+1% +$102K 7.59% 3
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

C2C Wealth Management's XLK Position: Q3 2026 in Review

C2C Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q3 2026, buying an estimated $102K and bringing the position to 49,804 shares worth $9.7M. The position accounts for 7.59% of the portfolio, ranked #3.

C2C Wealth Management first reported a position in XLK in Q4 2021 and has held it in 20 quarters since. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • C2C Wealth Management held 49,804 shares of State Street Technology Select Sector SPDR ETF worth $9.7M as of Q3 2026.
  • C2C Wealth Management bought 550 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $102K.
  • State Street Technology Select Sector SPDR ETF made up 7.59% of C2C Wealth Management's portfolio in Q3 2026, its #3 holding.
  • C2C Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.