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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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 2,660 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.
  • 2,660 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.