CPWA LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CPWA LLC’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	$263K	Sell	1,380 -438	-24%	-$74.8K	0.31%	71
2026 Q1	$323K	Buy	+1,818	New	+$256K	0.39%	63

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CPWA LLC's XLK Position: Q2 2026 in Review

CPWA LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q2 2026, selling an estimated $74.8K and leaving 1,380 shares worth $263K. The position accounts for 0.31% of the portfolio, ranked #71.

CPWA LLC first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

CPWA LLC held 1,380 shares of State Street Technology Select Sector SPDR ETF worth $263K as of Q2 2026.
CPWA LLC sold 438 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $74.8K.
State Street Technology Select Sector SPDR ETF made up 0.31% of CPWA LLC's portfolio in Q2 2026, its #71 holding.
CPWA LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's State Street Technology Select Sector SPDR ETF position peaked at $323K in Q1 2026.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.