Cerity Partners OCIO’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 | – | Sell |
-1,691,744
| Closed | -$225M | – | 29 |
|
|
2026
Q1 | $225M | Buy |
1,691,744
+27,805
| +2% | +$3.92M | 13.49% | 2 |
|
|
2025
Q4 | $240M | Buy |
+1,663,939
| New | +$240M | 13.25% | 2 |
|
|
2022
Q4 | $2M | Sell |
32,072
-24,760
| -44% | -$1.57M | 0.06% | 163 |
|
|
2022
Q3 | $3.38M | Buy |
56,832
+31,648
| +126% | +$2.16M | 0.12% | 103 |
|
|
2022
Q2 | $1.6M | Buy |
25,184
+2,388
| +10% | +$166K | 0.05% | 165 |
|
|
2022
Q1 | $1.81M | Buy |
22,796
+4,904
| +27% | +$385K | 0.05% | 161 |
|
|
2021
Q4 | $1.55M | Sell |
17,892
-2,962
| -14% | -$244K | 0.05% | 171 |
|
|
2021
Q3 | $1.56M | Sell |
20,854
-3,288
| -14% | -$254K | 0.05% | 156 |
|
|
2021
Q2 | $1.78M | Buy |
24,142
+5,820
| +32% | +$408K | 0.06% | 133 |
|
|
2021
Q1 | $1.22M | Buy |
18,322
+8,854
| +94% | +$584K | 0.04% | 160 |
|
|
2020
Q4 | $615K | Sell |
9,468
-256
| -3% | -$15.6K | 0.02% | 229 |
|
|
2020
Q3 | $567K | Sell |
9,724
-508
| -5% | -$28.7K | 0.03% | 215 |
|
|
2020
Q2 | $535K | Buy |
+10,232
| New | +$481K | 0.03% | 216 |
|
|
2018
Q2 | – | Sell |
-6,756
| Closed | -$221K | – | 288 |
|
|
2018
Q1 | $221K | Buy |
6,756
+4
| +0.1% | +$134 | 0.01% | 241 |
|
|
2017
Q4 | $216K | Sell |
6,752
-196
| -3% | -$6.15K | 0.01% | 250 |
|
|
2017
Q3 | $205K | Buy |
+6,948
| New | +$200K | 0.01% | 243 |
|
|
2017
Q2 | – | Sell |
-7,730
| Closed | -$206K | – | 253 |
|
|
2017
Q1 | $206K | Buy |
+7,730
| New | +$199K | 0.02% | 230 |
|
|
2016
Q4 | – | Sell |
-8,372
| Closed | -$200K | – | 240 |
|
|
2016
Q3 | $200K | Buy |
+8,372
| New | +$195K | 0.02% | 205 |
|
|
2016
Q2 | – | Sell |
-9,556
| Closed | -$212K | – | 210 |
|
|
2016
Q1 | $212K | Sell |
9,556
-582
| -6% | -$12K | 0.02% | 203 |
|
|
2015
Q4 | $217K | Buy |
+10,138
| New | +$218K | 0.02% | 197 |
|
|
2014
Q4 | – | Sell |
-12,156
| Closed | -$243K | – | 208 |
|
|
2014
Q3 | $243K | Sell |
12,156
-1,010
| -8% | -$20K | 0.03% | 169 |
|
|
2014
Q2 | $252K | Buy |
13,166
+2,002
| +18% | +$37.1K | 0.04% | 151 |
|
|
2014
Q1 | $203K | Buy |
+11,164
| New | +$199K | 0.03% | 168 |
|
|
2013
Q4 | – | Sell |
-13,100
| Closed | -$210K | – | 178 |
|
|
2013
Q3 | $210K | Sell |
13,100
-500
| -4% | -$7.97K | 0.04% | 143 |
|
|
2013
Q2 | $208K | Buy |
+13,600
| New | +$210K | 0.04% | 129 |
|
Other funds holding XLK
Cerity Partners OCIO's XLK Position: Q2 2026 in Review
Cerity Partners OCIO sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 1,691,744 shares — an estimated $225M sold.
Cerity Partners OCIO first reported a position in XLK in Q2 2013 and held it in 25 quarters. The position peaked at $240M in Q4 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Cerity Partners OCIO reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Cerity Partners OCIO sold 1,691,744 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $225M.
- Cerity Partners OCIO first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 25 quarters.
- Cerity Partners OCIO's State Street Technology Select Sector SPDR ETF position peaked at $240M in Q4 2025.
- 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.