Clay Northam Wealth Management’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
$8.24M Sell
43,256
-89
-0.2% -$15.2K 4.05% 7
2026
Q1
$5.76M Sell
43,345
-82
-0.2% -$11.6K 3.23% 8
2025
Q4
$6.25M Buy
43,427
+229
+0.5% +$33.1K 3.47% 8
2025
Q3
$6.09M Buy
43,198
+10
+0% +$1.32K 3.48% 10
2025
Q2
$5.47M Sell
43,188
-704
-2% -$78.1K 3.5% 9
2025
Q1
$4.53M Buy
43,892
+418
+1% +$47.4K 3.17% 9
2024
Q4
$5.05M Buy
43,474
+416
+1% +$48.4K 3.26% 10
2024
Q3
$4.86M Buy
43,058
+1,264
+3% +$139K 3.34% 9
2024
Q2
$4.73M Sell
41,794
-32
-0.1% -$3.37K 3.58% 9
2024
Q1
$4.36M Buy
41,826
+234
+0.6% +$23.7K 3.51% 9
2023
Q4
$4M Buy
41,592
+342
+0.8% +$30.4K 3.56% 9
2023
Q3
$3.38M Sell
41,250
-34
-0.1% -$2.92K 3.36% 9
2023
Q2
$3.59M Buy
41,284
+114
+0.3% +$8.99K 3.41% 9
2023
Q1
$3.11M Sell
41,170
-172
-0.4% -$11.8K 3.2% 9
2022
Q4
$2.57M Buy
41,342
+680
+2% +$43.2K 2.96% 9
2022
Q3
$2.42M Buy
40,662
+44
+0.1% +$3K 3.01% 9
2022
Q2
$2.58M Sell
40,618
-958
-2% -$66.7K 3.22% 8
2022
Q1
$3.3M Sell
41,576
-488
-1% -$38.3K 3.35% 8
2021
Q4
$3.66M Buy
+42,064
New +$3.46M 3.44% 8

Other funds holding XLK

Clay Northam Wealth Management's XLK Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.21% in Q2 2026, selling an estimated $15.2K and leaving 43,256 shares worth $8.24M. The position accounts for 4.05% of the portfolio, ranked #7.

Clay Northam Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Clay Northam Wealth Management held 43,256 shares of State Street Technology Select Sector SPDR ETF worth $8.24M as of Q2 2026.
  • Clay Northam Wealth Management sold 89 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
  • State Street Technology Select Sector SPDR ETF made up 4.05% of Clay Northam Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Clay Northam Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.