Cedar Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cedar 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 Q1	–	Sell	-637	Closed	-$91.7K	–	231
2025 Q4	$91.7K	Buy	+637	New	+$92K	0.03%	105
2024 Q4	–	Sell	-3,040	Closed	-$343K	–	266
2024 Q3	$343K	Buy	3,040 +470	+18%	+$51.6K	0.11%	80
2024 Q2	$291K	Buy	2,570 +100	+4%	+$10.5K	0.09%	90
2024 Q1	$257K	Buy	2,470 +1,630	+194%	+$165K	0.08%	99
2023 Q4	$80.8K	Buy	+840	New	+$74.8K	0.03%	133
2022 Q2	–	Sell	-690	Closed	-$55K	–	380
2022 Q1	$55K	Hold	690	–	–	0.02%	178
2021 Q4	$60K	Sell	690 -100	-13%	-$8.23K	0.02%	176
2021 Q3	$59K	Hold	790	–	–	0.03%	154
2021 Q2	$58K	Buy	+790	New	+$55.3K	0.03%	161

Other funds holding XLK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cedar Wealth Management's XLK Position: Q1 2026 in Review

Cedar Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 637 shares — an estimated $91.7K sold.

Cedar Wealth Management first reported a position in XLK in Q2 2021 and held it in 9 quarters. The position peaked at $343K in Q3 2024. 2,421 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Cedar Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 637 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $91.7K.
Cedar Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Cedar Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $343K in Q3 2024.
2,421 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.