Cedarwood Wealth’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
$3.43M Buy
17,985
+887
+5% +$152K 2.59% 11
2026
Q1
$2.27M Buy
17,098
+3,485
+26% +$491K 2.3% 13
2025
Q4
$1.99M Buy
+13,613
New +$1.97M 2.22% 11

Other funds holding XLK

Cedarwood Wealth's XLK Position: Q2 2026 in Review

Cedarwood Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.2% in Q2 2026, buying an estimated $152K and bringing the position to 17,985 shares worth $3.43M. The position accounts for 2.59% of the portfolio, ranked #11.

Cedarwood Wealth first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Cedarwood Wealth held 17,985 shares of State Street Technology Select Sector SPDR ETF worth $3.43M as of Q2 2026.
  • Cedarwood Wealth bought 887 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
  • State Street Technology Select Sector SPDR ETF made up 2.59% of Cedarwood Wealth's portfolio in Q2 2026, its #11 holding.
  • Cedarwood Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.