Commonwealth Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Commonwealth Financial 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 Q3	$491K	Buy	2,510 +1	+0%	+$185	0.09%	121
2026 Q2	$478K	Sell	2,509 -183	-7%	-$31.3K	0.06%	149
2026 Q1	$358K	Buy	2,692 +38	+1%	+$5.36K	0.06%	156
2025 Q4	$382K	Hold	2,654	–	–	0.06%	146
2025 Q3	$374K	Buy	2,654 +8	+0.3%	+$1.06K	0.06%	140
2025 Q2	$335K	Sell	2,646 -2,608	-50%	-$289K	0.06%	148
2025 Q1	$542K	Buy	5,254 +160	+3%	+$18.1K	0.11%	103
2024 Q4	$592K	Sell	5,094 -116	-2%	-$13.5K	0.12%	96
2024 Q3	$574K	Sell	5,210 -640	-11%	-$70.3K	0.11%	94
2024 Q2	$686K	Buy	5,850 +1,244	+27%	+$131K	0.14%	83
2024 Q1	$443K	Hold	4,606	–	–	0.1%	98
2023 Q4	$443K	Buy	4,606 +2,068	+81%	+$184K	0.1%	98
2023 Q3	$208K	Buy	+2,538	New	+$218K	0.06%	173

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Commonwealth Financial Services's XLK Position: Q3 2026 in Review

Commonwealth Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q3 2026, buying an estimated $185 and bringing the position to 2,510 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #121.

Commonwealth Financial Services first reported a position in XLK in Q3 2023 and has held it in 13 quarters since. The position peaked at $686K in Q2 2024. 1,168 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Commonwealth Financial Services held 2,510 shares of State Street Technology Select Sector SPDR ETF worth $491K as of Q3 2026.
Commonwealth Financial Services bought 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
State Street Technology Select Sector SPDR ETF made up 0.09% of Commonwealth Financial Services's portfolio in Q3 2026, its #121 holding.
Commonwealth Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
Commonwealth Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $686K in Q2 2024.
1,168 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.