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Cooper Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cooper Financial Group’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 		$455K Buy
2,390
+307
+15% +$52.5K 0.04% 275
2026
Q1 		$277K Sell
2,083
-193
-8% -$27.2K 0.03% 345
2025
Q4 		$328K Sell
2,276
-724
-24% -$105K 0.03% 286
2025
Q3 		$423K Sell
3,000
-980
-25% -$130K 0.05% 260
2025
Q2 		$504K Sell
3,980
-6,416
-62% -$712K 0.06% 235
2025
Q1 		$1.07M Buy
10,396
+368
+4% +$41.7K 0.14% 137
2024
Q4 		$1.17M Sell
10,028
-52
-0.5% -$6.05K 0.14% 117
2024
Q3 		$1.14M Buy
10,080
+3,908
+63% +$429K 0.15% 120
2024
Q2 		$698K Buy
6,172
+1,324
+27% +$139K 0.1% 175
2024
Q1 		$505K Sell
4,848
-6,264
-56% -$633K 0.08% 214
2023
Q4 		$1.07M Buy
11,112
+1,142
+11% +$102K 0.19% 103
2023
Q3 		$817K Buy
+9,970
New +$855K 0.2% 119
2021
Q1 		– Sell
-26,968
Closed -$1.75M – 325
2020
Q4 		$1.75M Buy
26,968
+22,188
+464% +$1.35M 0.36% 47
2020
Q3 		$279K Sell
4,780
-1,076
-18% -$60.8K 0.08% 163
2020
Q2 		$306K Buy
+5,856
New +$275K 0.1% 143

Other funds holding XLK

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cooper Financial Group's XLK Position: Q2 2026 in Review

Cooper Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, buying an estimated $52.5K and bringing the position to 2,390 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #275.

Cooper Financial Group first reported a position in XLK in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.75M in Q4 2020. 479 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Cooper Financial Group held 2,390 shares of State Street Technology Select Sector SPDR ETF worth $455K as of Q2 2026.
  • Cooper Financial Group bought 307 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $52.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #275 holding.
  • Cooper Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 15 quarters since.
  • Cooper Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $1.75M in Q4 2020.
  • 479 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.