Castle Wealth Management’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
$203K Buy
+1,064
New +$182K 0.06% 141
2022
Q4
Sell
-432
Closed -$26K 653
2022
Q3
$26K Hold
432
0.02% 297
2022
Q2
$27K Buy
+432
New +$30.1K 0.02% 291

Other funds holding XLK

Castle Wealth Management's XLK Position: Q2 2026 in Review

Castle Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,064 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: Castle Wealth Management previously reported a position in XLK as recently as Q3 2022.

Castle Wealth Management first reported a position in XLK in Q2 2022 and has held it in 3 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Castle Wealth Management held 1,064 shares of State Street Technology Select Sector SPDR ETF worth $203K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Castle Wealth Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Castle Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Castle Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
  • 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.