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

Centurion 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 Q2	$623K	Sell	3,270 -890	-21%	-$152K	0.15%	134
2026 Q1	$553K	Sell	4,160 -199	-5%	-$28K	0.12%	152
2025 Q4	$628K	Sell	4,359 -7	-0.2%	-$1.01K	0.14%	129
2025 Q3	$615K	Sell	4,366 -5,266	-55%	-$697K	0.14%	128
2025 Q2	$1.22M	Sell	9,632 -818	-8%	-$90.8K	0.35%	63
2025 Q1	$1.21M	Hold	10,450	–	–	0.38%	56
2024 Q4	$1.21M	Sell	10,450 -14	-0.1%	-$1.63K	0.38%	56
2024 Q3	$1.18M	Buy	+10,464	New	+$1.15M	0.38%	56
2024 Q1	$1M	Buy	9,620 +236	+3%	+$23.9K	0.39%	50
2023 Q4	$903K	Buy	9,384 +1,768	+23%	+$157K	0.39%	50
2023 Q3	$624K	Sell	7,616 -1,608	-17%	-$138K	0.31%	60
2023 Q2	$802K	Buy	9,224 +788	+9%	+$62.1K	0.39%	53
2023 Q1	$637K	Buy	8,436 +2,048	+32%	+$141K	0.32%	58
2022 Q4	$397K	Buy	+6,388	New	+$406K	0.22%	91

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Centurion Wealth Management's XLK Position: Q2 2026 in Review

Centurion Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q2 2026, selling an estimated $152K and leaving 3,270 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #134.

Centurion Wealth Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q2 2025. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Centurion Wealth Management held 3,270 shares of State Street Technology Select Sector SPDR ETF worth $623K as of Q2 2026.
Centurion Wealth Management sold 890 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Centurion Wealth Management's portfolio in Q2 2026, its #134 holding.
Centurion Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.22M in Q2 2025.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.