Capital Performance Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.83M Buy
14,849
+41
+0.3% +$7K 0.18% 59
2026
Q1
$1.97M Sell
14,808
-50
-0.3% -$7.05K 0.13% 74
2025
Q4
$2.14M Buy
14,858
+498
+3% +$71.9K 0.15% 68
2025
Q3
$2.02M Sell
14,360
-200
-1% -$26.5K 0.33% 43
2025
Q2
$1.84M Sell
14,560
-24
-0.2% -$2.66K 0.36% 44
2025
Q1
$1.51M Buy
14,584
+570
+4% +$64.6K 0.33% 45
2024
Q4
$1.63M Hold
14,014
0.52% 28
2024
Q3
$1.58M Hold
14,014
0.48% 28
2024
Q2
$1.59M Sell
14,014
-100
-0.7% -$10.5K 0.6% 26
2024
Q1
$1.47M Hold
14,114
0.56% 28
2023
Q4
$1.36M Buy
14,114
+100
+0.7% +$8.9K 0.59% 24
2023
Q3
$1.15M Hold
14,014
0.58% 24
2023
Q2
$1.22M Buy
+14,014
New +$1.1M 0.6% 22

Other funds holding XLK

Capital Performance Advisors's XLK Position: Q2 2026 in Review

Capital Performance Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.28% in Q2 2026, buying an estimated $7K and bringing the position to 14,849 shares worth $2.83M. The position accounts for 0.18% of the portfolio, ranked #59.

Capital Performance Advisors first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Capital Performance Advisors held 14,849 shares of State Street Technology Select Sector SPDR ETF worth $2.83M as of Q2 2026.
  • Capital Performance Advisors bought 41 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7K.
  • State Street Technology Select Sector SPDR ETF made up 0.18% of Capital Performance Advisors's portfolio in Q2 2026, its #59 holding.
  • Capital Performance Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 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 Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.