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

Cadence 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 Q1	$444K	Buy	3,341 +118	+4%	+$16.6K	0.19%	43
2025 Q4	$464K	Buy	3,223 +9	+0.3%	+$1.3K	0.22%	42
2025 Q3	$453K	Buy	3,214 +94	+3%	+$12.4K	0.24%	42
2025 Q2	$395K	Buy	3,120 +458	+17%	+$50.8K	0.26%	39
2025 Q1	$275K	Buy	2,662 +170	+7%	+$19.3K	0.2%	40
2024 Q4	$290K	Hold	2,492	–	–	0.19%	39
2024 Q3	$281K	Sell	2,492 -304	-11%	-$33.4K	0.23%	35
2024 Q2	$316K	Buy	2,796 +26	+0.9%	+$2.74K	0.22%	34
2024 Q1	$288K	Sell	2,770 -352	-11%	-$35.6K	0.3%	30
2023 Q4	$300K	Buy	3,122 +284	+10%	+$25.3K	0.24%	30
2023 Q3	$233K	Buy	2,838 +324	+13%	+$27.8K	0.19%	36
2023 Q2	$219K	Buy	+2,514	New	+$198K	0.21%	32
2023 Q1	–	Sell	-4,250	Closed	-$264K	–	37
2022 Q4	$264K	Sell	4,250 -3,226	-43%	-$205K	0.23%	19
2022 Q3	$444K	Sell	7,476 -378	-5%	-$25.8K	0.42%	16
2022 Q2	$499K	Sell	7,854 -960	-11%	-$66.9K	0.52%	15
2022 Q1	$700K	Sell	8,814 -1,730	-16%	-$136K	0.54%	13
2021 Q4	$917K	Sell	10,544 -510	-5%	-$42K	1.01%	10
2021 Q3	$825K	Buy	11,054 +1,142	+12%	+$88.1K	0.93%	12
2021 Q2	$732K	Buy	9,912 +90	+0.9%	+$6.3K	0.62%	15
2021 Q1	$652K	Buy	+9,822	New	+$648K	0.59%	15

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cadence Wealth Management's XLK Position: Q1 2026 in Review

Cadence Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, buying an estimated $16.6K and bringing the position to 3,341 shares worth $444K. The position accounts for 0.19% of the portfolio, ranked #43.

Cadence Wealth Management first reported a position in XLK in Q1 2021 and has held it in 20 quarters since. The position peaked at $917K in Q4 2021. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Cadence Wealth Management held 3,341 shares of State Street Technology Select Sector SPDR ETF worth $444K as of Q1 2026.
Cadence Wealth Management bought 118 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $16.6K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Cadence Wealth Management's portfolio in Q1 2026, its #43 holding.
Cadence Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Cadence Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $917K in Q4 2021.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.