Cove Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cove Private Wealth’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	$854K	Buy	4,483 +1,343	+43%	+$229K	0.17%	101
2026 Q1	$417K	Buy	3,140 +700	+29%	+$98.6K	0.09%	132
2025 Q4	$351K	Hold	2,440	–	–	0.1%	129
2025 Q3	$344K	Hold	2,440	–	–	0.11%	124
2025 Q2	$309K	Hold	2,440	–	–	0.11%	129
2025 Q1	$252K	Hold	2,440	–	–	0.13%	113
2024 Q4	$284K	Buy	+2,440	New	+$284K	0.17%	94

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Cove Private Wealth's XLK Position: Q2 2026 in Review

Cove Private Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q2 2026, buying an estimated $229K and bringing the position to 4,483 shares worth $854K. The position accounts for 0.17% of the portfolio, ranked #101.

Cove Private Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,367 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cove Private Wealth held 4,483 shares of State Street Technology Select Sector SPDR ETF worth $854K as of Q2 2026.
Cove Private Wealth bought 1,343 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Cove Private Wealth's portfolio in Q2 2026, its #101 holding.
Cove Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,367 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.