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Coastwise Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coastwise Capital Group’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 		$340K Sell
1,786
-112
-6% -$19.1K 0.2% 103
2026
Q1 		$252K Sell
1,898
-402
-17% -$56.6K 0.14% 116
2025
Q4 		$331K Sell
2,300
-206
-8% -$29.8K 0.17% 110
2025
Q3 		$353K Buy
2,506
+2
+0.1% +$265 0.25% 86
2025
Q2 		$317K Sell
2,504
-216
-8% -$24K 0.25% 87
2025
Q1 		$281K Buy
2,720
+54
+2% +$6.12K 0.24% 99
2024
Q4 		$310K Sell
2,666
-28
-1% -$3.26K 0.25% 91
2024
Q3 		$304K Buy
2,694
+140
+5% +$15.4K 0.25% 95
2024
Q2 		$289K Sell
2,554
-742
-23% -$78.1K 0.28% 89
2024
Q1 		$343K Sell
3,296
-1,724
-34% -$174K 0.32% 82
2023
Q4 		$483K Sell
5,020
-54
-1% -$4.81K 0.49% 60
2023
Q3 		$416K Sell
5,074
-764
-13% -$65.5K 0.48% 64
2023
Q2 		$507K Sell
5,838
-1,120
-16% -$88.3K 0.57% 53
2023
Q1 		$525K Sell
6,958
-494
-7% -$34K 0.6% 49
2022
Q4 		$464K Buy
7,452
+1,190
+19% +$75.6K 0.55% 55
2022
Q3 		$372K Sell
6,262
-472
-7% -$32.2K 0.59% 57
2022
Q2 		$428K Buy
6,734
+708
+12% +$49.3K 0.52% 56
2022
Q1 		$479K Buy
+6,026
New +$473K 0.6% 51

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Coastwise Capital Group's XLK Position: Q2 2026 in Review

Coastwise Capital Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.9% in Q2 2026, selling an estimated $19.1K and leaving 1,786 shares worth $340K. The position accounts for 0.2% of the portfolio, ranked #103.

Coastwise Capital Group first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $525K in Q1 2023. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Coastwise Capital Group held 1,786 shares of State Street Technology Select Sector SPDR ETF worth $340K as of Q2 2026.
  • Coastwise Capital Group sold 112 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of Coastwise Capital Group's portfolio in Q2 2026, its #103 holding.
  • Coastwise Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's State Street Technology Select Sector SPDR ETF position peaked at $525K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.