Connecticut Wealth Management’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
$586K Sell
3,074
-2
-0.1% -$342 0.02% 223
2026
Q1
$409K Buy
+3,076
New +$433K 0.02% 247
2021
Q2
Sell
-19,482
Closed -$1.29M 227
2021
Q1
$1.29M Buy
19,482
+5,566
+40% +$367K 0.12% 53
2020
Q4
$905K Sell
13,916
-220
-2% -$13.4K 0.1% 81
2020
Q3
$825K Buy
+14,136
New +$799K 0.09% 92

Other funds holding XLK

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

Connecticut Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.07% in Q2 2026, selling an estimated $342 and leaving 3,074 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #223.

Connecticut Wealth Management first reported a position in XLK in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Connecticut Wealth Management held 3,074 shares of State Street Technology Select Sector SPDR ETF worth $586K as of Q2 2026.
  • Connecticut Wealth Management sold 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Connecticut Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 5 quarters since.
  • Connecticut Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.29M in Q1 2021.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.