Cerity Partners’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 | $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
APTFM
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. 2,671 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.
- 2,671 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.