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

Community Financial Services 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	$89.1K	Sell	480 -25	-5%	-$4.27K	0.01%	180
2026 Q1	$68.1K	Buy	+505	New	+$71.2K	0.01%	171
2015 Q4	–	Sell	-280	Closed	-$6K	–	236
2015 Q3	$6K	Hold	280	–	–	﹤0.01%	239
2015 Q2	$6K	Hold	280	–	–	﹤0.01%	251
2015 Q1	$6K	Hold	280	–	–	﹤0.01%	264
2014 Q4	$6K	Buy	+280	New	+$5.68K	﹤0.01%	265

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

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

Community Financial Services Group's XLK Position: Q2 2026 in Review

Community Financial Services Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5% in Q2 2026, selling an estimated $4.27K and leaving 480 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #180.

Community Financial Services Group first reported a position in XLK in Q4 2014 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Community Financial Services Group held 480 shares of State Street Technology Select Sector SPDR ETF worth $89.1K as of Q2 2026.
Community Financial Services Group sold 25 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.27K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #180 holding.
Community Financial Services Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 6 quarters since.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.