Center For Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Center For Asset 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 Q2	$334K	Sell	1,753 -436	-20%	-$74.5K	0.15%	116
2026 Q1	$291K	Sell	2,189 -115	-5%	-$16.2K	0.14%	118
2025 Q4	$332K	Buy	2,304 +704	+44%	+$102K	0.17%	107
2025 Q3	$225K	Buy	+1,600	New	+$212K	0.12%	131
2025 Q2	–	Sell	-2,258	Closed	-$233K	–	136
2025 Q1	$233K	Buy	+2,258	New	+$256K	0.14%	116
2022 Q2	–	Sell	-8,900	Closed	-$707K	–	155
2022 Q1	$707K	Sell	8,900 -836	-9%	-$65.6K	0.55%	41
2021 Q4	$846K	Buy	9,736 +1,098	+13%	+$90.4K	0.63%	38
2021 Q3	$645K	Sell	8,638 -412	-5%	-$31.8K	0.54%	45
2021 Q2	$668K	Buy	9,050 +1,222	+16%	+$85.6K	0.58%	43
2021 Q1	$520K	Buy	+7,828	New	+$517K	0.5%	44

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

Center For Asset Management's XLK Position: Q2 2026 in Review

Center For Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $74.5K and leaving 1,753 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #116.

Center For Asset Management first reported a position in XLK in Q1 2021 and has held it in 10 quarters since. The position peaked at $846K in Q4 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Center For Asset Management held 1,753 shares of State Street Technology Select Sector SPDR ETF worth $334K as of Q2 2026.
Center For Asset Management sold 436 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $74.5K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Center For Asset Management's portfolio in Q2 2026, its #116 holding.
Center For Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
Center For Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $846K in Q4 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.