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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
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

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

Commonwealth Financial Services's XLK Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.8% in Q2 2026, selling an estimated $31.3K and leaving 2,509 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #149.

Commonwealth Financial Services first reported a position in XLK in Q3 2023 and has held it in 12 quarters since. The position peaked at $686K in Q2 2024. 561 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Commonwealth Financial Services held 2,509 shares of State Street Technology Select Sector SPDR ETF worth $478K as of Q2 2026.
  • Commonwealth Financial Services sold 183 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $31.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #149 holding.
  • Commonwealth Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $686K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.