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
2022 Q4	–	Sell	-23,756	Closed	–	–	278
2022 Q3	$0	Buy	+23,756	New	+$1.62M	﹤0.01%	369
2022 Q2	–	Sell	-31,786	Closed	–	–	542
2022 Q1	$0	Buy	+31,786	New	+$2.5M	﹤0.01%	559

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. This is a return to the name: CFS Investment Advisory Services previously reported a position in XLK as recently as Q3 2022.

CFS Investment Advisory Services first reported a position in XLK in Q1 2022 and has held it in 3 quarters since. 851 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.
CFS Investment Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 3 quarters since.
851 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.