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Comprehensive Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Comprehensive Wealth Management’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 		$19.1M Sell
100,267
-29,503
-23% -$5.04M 8.73% 5
2026
Q1 		$17.2M Buy
129,770
+70,128
+118% +$9.88M 8.72% 5
2025
Q4 		$8.59M Buy
59,642
+2,856
+5% +$412K 5.07% 7
2025
Q3 		$8M Buy
56,786
+10,004
+21% +$1.32M 5.67% 3
2025
Q2 		$5.92M Buy
46,782
+554
+1% +$61.5K 4.77% 4
2025
Q1 		$4.77M Sell
46,228
-9,672
-17% -$1.1M 3.32% 5
2024
Q4 		$6.5M Buy
55,900
+6,604
+13% +$768K 4.86% 4
2024
Q3 		$5.56M Buy
49,296
+8,606
+21% +$945K 3.62% 4
2024
Q2 		$4.6M Buy
40,690
+3,384
+9% +$356K 3.36% 4
2024
Q1 		$3.88M Sell
37,306
-756
-2% -$76.5K 3.03% 4
2023
Q4 		$3.66M Buy
38,062
+642
+2% +$57.2K 3.31% 7
2023
Q3 		$3.07M Buy
37,420
+1,500
+4% +$129K 2.89% 7
2023
Q2 		$3.12M Sell
35,920
-2,952
-8% -$233K 2.7% 7
2023
Q1 		$2.94M Sell
38,872
-3,584
-8% -$247K 2.42% 7
2022
Q4 		$2.64M Buy
42,456
+3,112
+8% +$198K 2.43% 7
2022
Q3 		$2.34M Buy
39,344
+1,340
+4% +$91.4K 2.36% 7
2022
Q2 		$2.42M Buy
38,004
+9,912
+35% +$690K 2.08% 5
2022
Q1 		$2.23M Buy
28,092
+13,988
+99% +$1.1M 2.28% 5
2021
Q4 		$1.23M Buy
14,104
+2,102
+18% +$173K 0.9% 7
2021
Q3 		$896K Buy
12,002
+4,240
+55% +$327K 0.85% 9
2021
Q2 		$573K Buy
7,762
+2,950
+61% +$207K 0.58% 10
2021
Q1 		$320K Buy
4,812
+472
+11% +$31.2K 0.39% 10
2020
Q4 		$282K Buy
+4,340
New +$264K 0.26% 7

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Wealth Management's XLK Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, selling an estimated $5.04M and leaving 100,267 shares worth $19.1M. The position accounts for 8.73% of the portfolio, ranked #5.

Comprehensive Wealth Management first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Comprehensive Wealth Management held 100,267 shares of State Street Technology Select Sector SPDR ETF worth $19.1M as of Q2 2026.
  • Comprehensive Wealth Management sold 29,503 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.04M.
  • State Street Technology Select Sector SPDR ETF made up 8.73% of Comprehensive Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Comprehensive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.