Certified Advisory Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Certified Advisory Corp’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	$2.4M	Sell	12,612 -1,169	-8%	-$200K	0.19%	114
2026 Q1	$1.83M	Sell	13,781 -790	-5%	-$111K	0.16%	126
2025 Q4	$2.1M	Buy	14,571 +13	+0.1%	+$1.88K	0.19%	119
2025 Q3	$2.05M	Buy	14,558 +332	+2%	+$44K	0.19%	112
2025 Q2	$1.8M	Buy	14,226 +564	+4%	+$62.6K	0.19%	114
2025 Q1	$1.41M	Sell	13,662 -282	-2%	-$32K	0.16%	122
2024 Q4	$1.62M	Sell	13,944 -64	-0.5%	-$7.45K	0.18%	116
2024 Q3	$1.58M	Buy	14,008 +908	+7%	+$99.7K	0.18%	118
2024 Q2	$1.48M	Buy	13,100 +46	+0.4%	+$4.84K	0.19%	114
2024 Q1	$1.36M	Buy	13,054 +806	+7%	+$81.5K	0.19%	112
2023 Q4	$1.18M	Sell	12,248 -246	-2%	-$21.9K	0.18%	118
2023 Q3	$1.02M	Buy	12,494 +722	+6%	+$61.9K	0.19%	112
2023 Q2	$1.02M	Sell	11,772 -1,714	-13%	-$135K	0.19%	107
2023 Q1	$1.02M	Sell	13,486 -70	-0.5%	-$4.82K	0.18%	119
2022 Q4	$843K	Sell	13,556 -622	-4%	-$39.5K	0.17%	131
2022 Q3	$842K	Sell	14,178 -388	-3%	-$26.5K	0.19%	118
2022 Q2	$926K	Sell	14,566 -868	-6%	-$60.5K	0.21%	117
2022 Q1	$1.23M	Sell	15,434 -1,248	-7%	-$98K	0.26%	95
2021 Q4	$1.45M	Sell	16,682 -24	-0.1%	-$1.98K	0.32%	84
2021 Q3	$1.25M	Sell	16,706 -714	-4%	-$55.1K	0.3%	84
2021 Q2	$1.29M	Sell	17,420 -10	-0.1%	-$700	0.32%	77
2021 Q1	$1.16M	Buy	+17,430	New	+$1.15M	0.3%	80
2020 Q2	$922K	Sell	17,652 -2	-0%	-$94	0.31%	82
2020 Q1	$709K	Sell	17,654 -92	-0.5%	-$4.2K	0.28%	88
2019 Q4	$813K	Buy	17,746 +442	+3%	+$18.9K	0.26%	93
2019 Q3	$697K	Sell	17,304 -328	-2%	-$13.1K	0.24%	92
2019 Q2	$688K	Sell	17,632 -774	-4%	-$29.5K	0.26%	87
2019 Q1	$681K	Sell	18,406 -2,290	-11%	-$78.4K	0.29%	82
2018 Q4	$641K	Buy	20,696 +6,768	+49%	+$229K	0.33%	76
2018 Q3	$525K	Buy	13,928 +2,116	+18%	+$77.6K	0.24%	87
2018 Q2	$410K	Buy	11,812 +1,876	+19%	+$64.4K	0.23%	95
2018 Q1	$325K	Buy	9,936 +288	+3%	+$9.67K	0.19%	109
2017 Q4	$308K	Buy	+9,648	New	+$303K	0.22%	89

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Certified Advisory Corp's XLK Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.5% in Q2 2026, selling an estimated $200K and leaving 12,612 shares worth $2.4M. The position accounts for 0.19% of the portfolio, ranked #114.

Certified Advisory Corp first reported a position in XLK in Q4 2017 and has held it in 33 quarters since. 1,035 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Certified Advisory Corp held 12,612 shares of State Street Technology Select Sector SPDR ETF worth $2.4M as of Q2 2026.
Certified Advisory Corp sold 1,169 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Certified Advisory Corp's portfolio in Q2 2026, its #114 holding.
Certified Advisory Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
1,035 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.