Centerline Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Centerline Wealth 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	$377K	Sell	1,977 -73	-4%	-$12.5K	0.12%	60
2026 Q1	$272K	Hold	2,050	–	–	0.1%	62
2025 Q4	$295K	Sell	2,050 -36	-2%	-$5.2K	0.11%	49
2025 Q3	$294K	Sell	2,086 -18	-0.9%	-$2.38K	0.13%	37
2025 Q2	$266K	Buy	2,104 +72	+4%	+$7.99K	0.13%	37
2025 Q1	$210K	Buy	2,032 +4	+0.2%	+$453	0.13%	36
2024 Q4	$236K	Buy	+2,028	New	+$236K	0.14%	32

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Centerline Wealth Advisors's XLK Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q2 2026, selling an estimated $12.5K and leaving 1,977 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #60.

Centerline Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 958 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Centerline Wealth Advisors held 1,977 shares of State Street Technology Select Sector SPDR ETF worth $377K as of Q2 2026.
Centerline Wealth Advisors sold 73 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Centerline Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Centerline Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.