Comprehensive Financial Consultants Institutional’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Comprehensive Financial Consultants Institutional’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	$554K	Sell	2,908 -848	-23%	-$145K	0.15%	133
2026 Q1	$499K	Sell	3,756 -49	-1%	-$6.91K	0.15%	131
2025 Q4	$548K	Sell	3,805 -1,087	-22%	-$157K	0.17%	127
2025 Q3	$689K	Sell	4,892 -50	-1%	-$6.62K	0.21%	114
2025 Q2	$626K	Buy	4,942 +70	+1%	+$7.77K	0.21%	120
2025 Q1	$503K	Sell	4,872 -102	-2%	-$11.6K	0.18%	124
2024 Q4	$578K	Buy	4,974 +124	+3%	+$14.4K	0.21%	112
2024 Q3	$547K	Sell	4,850 -236	-5%	-$25.9K	0.2%	118
2024 Q2	$575K	Buy	5,086 +2,994	+143%	+$315K	0.23%	110
2024 Q1	$218K	Hold	2,092	–	–	0.09%	151
2023 Q4	$201K	Buy	+2,092	New	+$186K	0.09%	151
2022 Q1	–	Sell	-1,870	Closed	-$144K	–	505
2021 Q4	$144K	Buy	+1,870	New	+$154K	0.09%	174

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Comprehensive Financial Consultants Institutional's XLK Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, selling an estimated $145K and leaving 2,908 shares worth $554K. The position accounts for 0.15% of the portfolio, ranked #133.

Comprehensive Financial Consultants Institutional first reported a position in XLK in Q4 2021 and has held it in 12 quarters since. The position peaked at $689K in Q3 2025. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Comprehensive Financial Consultants Institutional held 2,908 shares of State Street Technology Select Sector SPDR ETF worth $554K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 848 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #133 holding.
Comprehensive Financial Consultants Institutional first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
Comprehensive Financial Consultants Institutional's State Street Technology Select Sector SPDR ETF position peaked at $689K in Q3 2025.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.