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

Cerro Pacific 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	$3.84M	Sell	20,132 -1,225	-6%	-$209K	0.87%	31
2026 Q1	$2.84M	Sell	21,357 -632	-3%	-$89.1K	0.74%	32
2025 Q4	$3.17M	Sell	21,989 -343	-2%	-$49.5K	0.85%	32
2025 Q3	$3.15M	Sell	22,332 -2,742	-11%	-$363K	0.86%	31
2025 Q2	$3.17M	Sell	25,074 -1,992	-7%	-$221K	0.88%	29
2025 Q1	$3.15M	Sell	27,066 -806	-3%	-$91.4K	1.02%	27
2024 Q4	$3.15M	Sell	27,872 -3,266	-10%	-$380K	1.04%	28
2024 Q3	$3.52M	Hold	31,138	–	–	1.33%	15
2024 Q2	$3.52M	Buy	+31,138	New	+$3.28M	1.35%	15
2023 Q1	$4.56M	Sell	60,420 -3,774	-6%	-$260K	2.52%	8
2022 Q4	$3.99M	Buy	64,194 +806	+1%	+$51.2K	2.12%	10
2022 Q3	$3.77M	Sell	63,388 -3,994	-6%	-$273K	2.29%	8
2022 Q2	$4.28M	Sell	67,382 -7,748	-10%	-$540K	2.68%	7
2022 Q1	$5.97M	Sell	75,130 -3,596	-5%	-$282K	3.66%	6
2021 Q4	$6.84M	Sell	78,726 -4,050	-5%	-$334K	4.34%	6
2021 Q3	$6.18M	Sell	82,776 -4,414	-5%	-$341K	4.45%	6
2021 Q2	$6.44M	Buy	+87,190	New	+$6.11M	4.78%	5
2020 Q4	$6.29M	Buy	+96,768	New	+$5.89M	3.75%	6

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerro Pacific Wealth Advisors's XLK Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.7% in Q2 2026, selling an estimated $209K and leaving 20,132 shares worth $3.84M. The position accounts for 0.87% of the portfolio, ranked #31.

Cerro Pacific Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.84M in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cerro Pacific Wealth Advisors held 20,132 shares of State Street Technology Select Sector SPDR ETF worth $3.84M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 1,225 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $209K.
State Street Technology Select Sector SPDR ETF made up 0.87% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Cerro Pacific Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.84M in Q4 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.