CFS Investment Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CFS Investment Advisory Services’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	$388K	Buy	+2,148	New	+$367K	0.03%	285

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

CFS Investment Advisory Services's XLK Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,148 shares worth $388K. The stake represents 0.03% of the portfolio and ranks #285 among its holdings.

2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

CFS Investment Advisory Services held 2,148 shares of State Street Technology Select Sector SPDR ETF worth $388K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new CFS Investment Advisory Services position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #285 holding.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.