Cathy Pareto & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cathy Pareto & Associates’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	$611K	Buy	3,204 +3	+0.1%	+$513	0.36%	50
2026 Q1	$425K	Sell	3,201 -187	-6%	-$26.4K	0.29%	60
2025 Q4	$488K	Sell	3,388 -256	-7%	-$37K	0.34%	54
2025 Q3	$514K	Sell	3,644 -108	-3%	-$14.3K	0.39%	49
2025 Q2	$475K	Sell	3,752 -6	-0.2%	-$666	0.39%	49
2025 Q1	$388K	Sell	3,758 -110	-3%	-$12.5K	0.34%	54
2024 Q4	$450K	Buy	+3,868	New	+$450K	0.41%	46

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cathy Pareto & Associates's XLK Position: Q2 2026 in Review

Cathy Pareto & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q2 2026, buying an estimated $513 and bringing the position to 3,204 shares worth $611K. The position accounts for 0.36% of the portfolio, ranked #50.

Cathy Pareto & Associates first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cathy Pareto & Associates held 3,204 shares of State Street Technology Select Sector SPDR ETF worth $611K as of Q2 2026.
Cathy Pareto & Associates bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.36% of Cathy Pareto & Associates's portfolio in Q2 2026, its #50 holding.
Cathy Pareto & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
787 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.