Coordinated Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coordinated Financial Services’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 Q1	$390K	Sell	2,933 -167	-5%	-$23.5K	0.22%	120
2025 Q4	$446K	Hold	3,100	–	–	0.26%	110
2025 Q3	$437K	Sell	3,100 -230	-7%	-$30.5K	0.28%	101
2025 Q2	$422K	Hold	3,330	–	–	0.29%	93
2025 Q1	$344K	Sell	3,330 -80	-2%	-$9.07K	0.26%	101
2024 Q4	$396K	Buy	+3,410	New	+$397K	0.31%	90
2024 Q2	$398K	Buy	3,516 +716	+26%	+$75.4K	0.34%	85
2024 Q1	$292K	Buy	+2,800	New	+$283K	0.25%	95

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coordinated Financial Services's XLK Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q1 2026, selling an estimated $23.5K and leaving 2,933 shares worth $390K. The position accounts for 0.22% of the portfolio, ranked #120.

Coordinated Financial Services first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $446K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Coordinated Financial Services held 2,933 shares of State Street Technology Select Sector SPDR ETF worth $390K as of Q1 2026.
Coordinated Financial Services sold 167 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $23.5K.
State Street Technology Select Sector SPDR ETF made up 0.22% of Coordinated Financial Services's portfolio in Q1 2026, its #120 holding.
Coordinated Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $446K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.