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Cassaday & Co Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cassaday & Co 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
Q2 		$4.74M Buy
24,874
+422
+2% +$72.1K 0.09% 53
2026
Q1 		$3.25M Buy
24,452
+722
+3% +$102K 0.07% 62
2025
Q4 		$3.42M Sell
23,730
-270
-1% -$39K 0.07% 60
2025
Q3 		$3.38M Sell
24,000
-650
-3% -$86.1K 0.08% 62
2025
Q2 		$3.12M Buy
24,650
+550
+2% +$61K 0.08% 60
2025
Q1 		$2.49M Sell
24,100
-30
-0.1% -$3.4K 0.07% 57
2024
Q4 		$2.81M Sell
24,130
-284
-1% -$33K 0.08% 53
2024
Q3 		$2.76M Buy
24,414
+284
+1% +$31.2K 0.08% 51
2024
Q2 		$2.73M Buy
24,130
+100
+0.4% +$10.5K 0.09% 49
2024
Q1 		$2.5M Sell
24,030
-662
-3% -$66.9K 0.08% 52
2023
Q4 		$2.38M Buy
24,692
+88
+0.4% +$7.83K 0.08% 50
2023
Q3 		$2.02M Sell
24,604
-2,160
-8% -$185K 0.08% 53
2023
Q2 		$2.33M Sell
26,764
-4,226
-14% -$333K 0.09% 49
2023
Q1 		$2.34M Buy
30,990
+52
+0.2% +$3.58K 0.1% 46
2022
Q4 		$1.92M Buy
+30,938
New +$1.96M 0.09% 52

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cassaday & Co Wealth Management's XLK Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, buying an estimated $72.1K and bringing the position to 24,874 shares worth $4.74M. The position accounts for 0.09% of the portfolio, ranked #53.

Cassaday & Co Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Cassaday & Co Wealth Management held 24,874 shares of State Street Technology Select Sector SPDR ETF worth $4.74M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 422 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $72.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.