CDM Financial Counseling Services’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
$12.2M Sell
64,098
-2,366
-4% -$404K 10.52% 2
2026
Q1
$8.83M Sell
66,464
-50
-0.1% -$7.05K 8.45% 2
2025
Q4
$9.58M Buy
+66,514
New +$9.61M 8.97% 2

Other funds holding XLK

CDM Financial Counseling Services's XLK Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q2 2026, selling an estimated $404K and leaving 64,098 shares worth $12.2M. The position accounts for 10.52% of the portfolio, ranked #2.

CDM Financial Counseling Services first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • CDM Financial Counseling Services held 64,098 shares of State Street Technology Select Sector SPDR ETF worth $12.2M as of Q2 2026.
  • CDM Financial Counseling Services sold 2,366 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $404K.
  • State Street Technology Select Sector SPDR ETF made up 10.52% of CDM Financial Counseling Services's portfolio in Q2 2026, its #2 holding.
  • CDM Financial Counseling Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.