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Canopy Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Canopy Partners’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 		$267K Buy
+1,400
New +$239K 0.08% 196
2026
Q1 		– Sell
-1,400
Closed -$202K – 259
2025
Q4 		$202K Buy
+1,400
New +$202K 0.07% 229
2025
Q2 		– Sell
-2,000
Closed -$206K – 234
2025
Q1 		$206K Sell
2,000
-336
-14% -$38.1K 0.08% 192
2024
Q4 		$272K Hold
2,336
– – 0.1% 149
2024
Q3 		$264K Sell
2,336
-1,000
-30% -$110K 0.11% 150
2024
Q2 		$377K Buy
3,336
+50
+2% +$5.26K 0.18% 113
2024
Q1 		$342K Hold
3,286
– – 0.17% 116
2023
Q4 		$316K Buy
+3,286
New +$293K 0.19% 104

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canopy Partners's XLK Position: Q2 2026 in Review

Canopy Partners opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,400 shares worth $267K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings. This is a return to the name: Canopy Partners previously reported a position in XLK as recently as Q4 2025.

Canopy Partners first reported a position in XLK in Q4 2023 and has held it in 8 quarters since. The position peaked at $377K in Q2 2024. 933 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Canopy Partners held 1,400 shares of State Street Technology Select Sector SPDR ETF worth $267K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Canopy Partners position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Canopy Partners's portfolio in Q2 2026, its #196 holding.
  • Canopy Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
  • Canopy Partners's State Street Technology Select Sector SPDR ETF position peaked at $377K in Q2 2024.
  • 933 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.