Cedar Mountain Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cedar Mountain Advisors’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	$20.2K	Sell	106 -26	-20%	-$4.44K	﹤0.01%	335
2026 Q1	$17.5K	Buy	132 +26	+25%	+$3.66K	﹤0.01%	331
2025 Q4	$15.3K	Hold	106	–	–	﹤0.01%	214
2025 Q3	$14.9K	Hold	106	–	–	﹤0.01%	214
2025 Q2	$13.4K	Hold	106	–	–	﹤0.01%	193
2025 Q1	$10.9K	Sell	106 -214	-67%	-$24.3K	﹤0.01%	196
2024 Q4	$37.2K	Buy	320 +214	+202%	+$24.9K	0.01%	109
2024 Q3	$12K	Hold	106	–	–	﹤0.01%	188
2024 Q2	$12K	Hold	106	–	–	﹤0.01%	179
2024 Q1	$11K	Hold	106	–	–	﹤0.01%	182
2023 Q4	$10.2K	Hold	106	–	–	﹤0.01%	181
2023 Q3	$8.69K	Hold	106	–	–	﹤0.01%	181
2023 Q2	$9.21K	Hold	106	–	–	﹤0.01%	171
2023 Q1	$8K	Hold	106	–	–	﹤0.01%	179
2022 Q4	$6.59K	Hold	106	–	–	﹤0.01%	187
2022 Q3	$6K	Hold	106	–	–	﹤0.01%	204
2022 Q2	$7K	Hold	106	–	–	﹤0.01%	199
2022 Q1	$8K	Hold	106	–	–	﹤0.01%	207
2021 Q4	$9K	Hold	106	–	–	﹤0.01%	190
2021 Q3	$8K	Hold	106	–	–	﹤0.01%	200
2021 Q2	$8K	Hold	106	–	–	﹤0.01%	184
2021 Q1	$7K	Hold	106	–	–	﹤0.01%	200
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	196
2020 Q3	$6K	Hold	106	–	–	﹤0.01%	183
2020 Q2	$6K	Hold	106	–	–	﹤0.01%	178
2020 Q1	$4K	Hold	106	–	–	﹤0.01%	172
2019 Q4	$5K	Buy	+106	New	+$4.54K	﹤0.01%	178

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cedar Mountain Advisors's XLK Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $4.44K and leaving 106 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Cedar Mountain Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.2K in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cedar Mountain Advisors held 106 shares of State Street Technology Select Sector SPDR ETF worth $20.2K as of Q2 2026.
Cedar Mountain Advisors sold 26 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.44K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #335 holding.
Cedar Mountain Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's State Street Technology Select Sector SPDR ETF position peaked at $37.2K in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.