CMAI
XLK icon

Capital Management Associates Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Management Associates Inc’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 		$522K Hold
2,738
– – 0.1% 101
2026
Q1 		$364K Sell
2,738
-750
-22% -$106K 0.08% 112
2025
Q4 		$502K Buy
3,488
+750
+27% +$108K 0.11% 94
2025
Q3 		$386K Hold
2,738
– – 0.1% 93
2025
Q2 		$347K Sell
2,738
-2,738
-50% -$304K 0.11% 90
2025
Q1 		$565K Buy
5,476
+2,738
+100% +$310K 0.13% 75
2024
Q4 		$318K Hold
2,738
– – 0.12% 83
2024
Q3 		$309K Hold
2,738
– – 0.13% 83
2024
Q2 		$310K Hold
2,738
– – 0.19% 65
2024
Q1 		$285K Hold
2,738
– – 0.21% 60
2023
Q4 		$264K Buy
+2,738
New +$244K 0.16% 70

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

Capital Management Associates Inc's XLK Position: Q2 2026 in Review

Capital Management Associates Inc held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,738 shares worth $522K. The position accounts for 0.1% of the portfolio, ranked #101.

Capital Management Associates Inc first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $565K in Q1 2025. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Capital Management Associates Inc held 2,738 shares of State Street Technology Select Sector SPDR ETF worth $522K as of Q2 2026.
  • Capital Management Associates Inc left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Capital Management Associates Inc's portfolio in Q2 2026, its #101 holding.
  • Capital Management Associates Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Management Associates Inc's State Street Technology Select Sector SPDR ETF position peaked at $565K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.