Capital Advisors Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Capital Advisors Wealth Management's XLK Position: Q2 2026 in Review
Capital Advisors Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $8.03K and leaving 2,323 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #151.
Capital Advisors Wealth Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Capital Advisors Wealth Management held 2,323 shares of State Street Technology Select Sector SPDR ETF worth $443K as of Q2 2026.
- Capital Advisors Wealth Management sold 47 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.03K.
- State Street Technology Select Sector SPDR ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #151 holding.
- Capital Advisors Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.