Cooksen Wealth’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
Q3
$22.6M Sell
113,609
-2,089
-2% -$386K 13.84% 2
2026
Q2
$22M Sell
115,698
-5,204
-4% -$889K 13.89% 2
2026
Q1
$16.1M Buy
120,902
+8,266
+7% +$1.16M 11.67% 2
2025
Q4
$16.2M Sell
112,636
-1,936
-2% -$280K 11.86% 2
2025
Q3
$16.1M Buy
114,572
+2,910
+3% +$385K 12.05% 2
2025
Q2
$14.1M Buy
111,662
+30,444
+37% +$3.38M 11.36% 2
2025
Q1
$8.46M Sell
81,218
-16,802
-17% -$1.9M 8.58% 3
2024
Q4
$11.4M Buy
98,020
+3,582
+4% +$417K 10.48% 2
2024
Q3
$10.7M Buy
94,438
+9,162
+11% +$1.01M 9.97% 2
2024
Q2
$9.6M Buy
85,276
+4,058
+5% +$427K 9.73% 2
2024
Q1
$8.46M Buy
81,218
+4,862
+6% +$492K 8.8% 3
2023
Q4
$7.35M Buy
+76,356
New +$6.8M 8.34% 3

Other funds holding XLK

Cooksen Wealth's XLK Position: Q3 2026 in Review

Cooksen Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q3 2026, selling an estimated $386K and leaving 113,609 shares worth $22.6M. The position accounts for 13.84% of the portfolio, ranked #2.

Cooksen Wealth first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. 1,023 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Cooksen Wealth held 113,609 shares of State Street Technology Select Sector SPDR ETF worth $22.6M as of Q3 2026.
  • Cooksen Wealth sold 2,089 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $386K.
  • State Street Technology Select Sector SPDR ETF made up 13.84% of Cooksen Wealth's portfolio in Q3 2026, its #2 holding.
  • Cooksen Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,023 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.