Concord Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Buy
9,198
+7,387
+408% +$1.26M 0.2% 104
2026
Q1
$241K Buy
1,811
+1,167
+181% +$164K 0.03% 183
2025
Q4
$92.7K Buy
644
+390
+154% +$56.3K 0.01% 263
2025
Q3
$35.8K Hold
254
﹤0.01% 385
2025
Q2
$32.2K Sell
254
-246
-49% -$27.3K ﹤0.01% 398
2025
Q1
$51.6K Sell
500
-12
-2% -$1.36K 0.01% 312
2024
Q4
$59.5K Buy
+512
New +$59.6K 0.01% 302
2024
Q1
Sell
-1,270
Closed -$122K 916
2023
Q4
$122K Hold
1,270
0.02% 259
2023
Q3
$104K Hold
1,270
0.02% 276
2023
Q2
$110K Buy
+1,270
New +$100K 0.02% 266
2023
Q1
Sell
-1,340
Closed -$83.4K 1249
2022
Q4
$83.4K Buy
+1,340
New +$85.1K 0.03% 282
2022
Q3
Sell
-1,270
Closed -$81K 1183
2022
Q2
$81K Hold
1,270
0.02% 292
2022
Q1
$101K Buy
+1,270
New +$99.7K 0.03% 299

Other funds holding XLK

Concord Wealth Partners's XLK Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 408% in Q2 2026, buying an estimated $1.26M and bringing the position to 9,198 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #104.

Concord Wealth Partners first reported a position in XLK in Q1 2022 and has held it in 13 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Concord Wealth Partners held 9,198 shares of State Street Technology Select Sector SPDR ETF worth $1.75M as of Q2 2026.
  • Concord Wealth Partners bought 7,387 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.26M.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of Concord Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Concord Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
  • 2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.