Congress Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Congress Asset 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	–	Sell	-3,960	Closed	-$526K	–	441
2026 Q1	$526K	Hold	3,960	–	–	﹤0.01%	373
2025 Q4	$570K	Hold	3,960	–	–	﹤0.01%	338
2025 Q3	$558K	Hold	3,960	–	–	﹤0.01%	347
2025 Q2	$501K	Hold	3,960	–	–	﹤0.01%	343
2025 Q1	$409K	Hold	3,960	–	–	﹤0.01%	335
2024 Q4	$460K	Buy	+3,960	New	+$461K	﹤0.01%	346

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Congress Asset Management's XLK Position: Q2 2026 in Review

Congress Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 3,960 shares — an estimated $526K sold.

Congress Asset Management first reported a position in XLK in Q4 2024 and held it in 6 quarters. The position peaked at $570K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Congress Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 3,960 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $526K.
Congress Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Congress Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $570K in Q4 2025.
1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.