Cerity Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cerity Partners’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	$162M	Sell	850,475 -30,770	-3%	-$5.26M	0.2%	106
2026 Q1	$117M	Buy	881,245 +82,318	+10%	+$11.6M	0.17%	119
2025 Q4	$115M	Buy	798,927 +458,953	+135%	+$66.3M	0.17%	123
2025 Q3	$47.9M	Buy	339,974 +9,922	+3%	+$1.31M	0.08%	214
2025 Q2	$41.8M	Buy	330,052 +22,936	+7%	+$2.55M	0.07%	217
2025 Q1	$31.7M	Sell	307,116 -14,824	-5%	-$1.68M	0.06%	252
2024 Q4	$37.4M	Buy	321,940 +108,900	+51%	+$12.7M	0.08%	204
2024 Q3	$24M	Buy	213,040 +27,442	+15%	+$3.01M	0.05%	286
2024 Q2	$21M	Buy	185,598 +2,936	+2%	+$309K	0.06%	270
2024 Q1	$19M	Buy	182,662 +9,854	+6%	+$997K	0.05%	307
2023 Q4	$16.6M	Buy	172,808 +60,044	+53%	+$5.35M	0.05%	279
2023 Q3	$9.24M	Sell	112,764 -46,102	-29%	-$3.95M	0.05%	310
2023 Q2	$13.8M	Buy	158,866 +48,368	+44%	+$3.81M	0.05%	301
2023 Q1	$8.34M	Buy	110,498 +2,416	+2%	+$166K	0.02%	382
2022 Q4	$8.52M	Sell	108,082 -11,694	-10%	-$743K	0.05%	283
2022 Q3	$7.11M	Buy	119,776 +6,082	+5%	+$415K	0.09%	199
2022 Q2	$7.23M	Buy	113,694 +29,702	+35%	+$2.07M	0.08%	207
2022 Q1	$4.12M	Buy	83,992 +2,564	+3%	+$201K	0.06%	218
2021 Q4	$4.26M	Buy	81,428 +42,184	+107%	+$3.47M	0.06%	221
2021 Q3	$2.93M	Sell	39,244 -6,104	-13%	-$471K	0.06%	213
2021 Q2	$3.35M	Buy	45,348 +8,636	+24%	+$605K	0.07%	199
2021 Q1	$2.44M	Buy	36,712 +2,052	+6%	+$135K	0.06%	227
2020 Q4	$2.25M	Buy	34,660 +2,742	+9%	+$167K	0.07%	193
2020 Q3	$1.86M	Buy	31,918 +864	+3%	+$48.8K	0.08%	177
2020 Q2	$1.62M	Sell	31,054 -530	-2%	-$24.9K	0.09%	148
2020 Q1	$1.27M	Buy	31,584 +10,088	+47%	+$460K	0.08%	173
2019 Q4	$985K	Buy	+21,496	New	+$920K	0.05%	244
2018 Q1	–	Sell	-10,286	Closed	-$329K	–	591
2017 Q4	$329K	Buy	10,286 +856	+9%	+$26.8K	0.02%	420
2017 Q3	$279K	Buy	+9,430	New	+$272K	0.02%	457
2017 Q2	–	Sell	-9,066	Closed	-$242K	–	449
2017 Q1	$242K	Buy	+9,066	New	+$234K	0.02%	382

Other funds holding XLK

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners's XLK Position: Q2 2026 in Review

Cerity Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q2 2026, selling an estimated $5.26M and leaving 850,475 shares worth $162M. The position accounts for 0.2% of the portfolio, ranked #106.

Cerity Partners first reported a position in XLK in Q1 2017 and has held it in 30 quarters since. 2,462 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cerity Partners held 850,475 shares of State Street Technology Select Sector SPDR ETF worth $162M as of Q2 2026.
Cerity Partners sold 30,770 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.26M.
State Street Technology Select Sector SPDR ETF made up 0.2% of Cerity Partners's portfolio in Q2 2026, its #106 holding.
Cerity Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
2,462 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.