Cranbrook Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cranbrook Wealth Management’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	$8.55M	Sell	64,321 -452	-0.7%	-$63.7K	1.74%	13
2025 Q4	$9.33M	Sell	64,773 -1,111	-2%	-$160K	1.84%	12
2025 Q3	$9.29M	Buy	65,884 +1,720	+3%	+$228K	1.86%	12
2025 Q2	$8.12M	Buy	64,164 +2,880	+5%	+$320K	1.73%	13
2025 Q1	$6.33M	Buy	61,284 +4,386	+8%	+$497K	1.47%	17
2024 Q4	$6.61M	Buy	56,898 +480	+0.9%	+$55.8K	1.53%	18
2024 Q3	$6.37M	Sell	56,418 -588	-1%	-$64.5K	1.45%	20
2024 Q2	$6.45M	Buy	57,006 +1,072	+2%	+$113K	1.59%	16
2024 Q1	$5.82M	Buy	55,934 +1,610	+3%	+$163K	1.47%	20
2023 Q4	$5.23M	Buy	54,324 +3,580	+7%	+$319K	1.4%	20
2023 Q3	$4.16M	Buy	50,744 +3,812	+8%	+$327K	1.23%	23
2023 Q2	$4.08M	Buy	46,932 +1,260	+3%	+$99.3K	1.14%	24
2023 Q1	$3.45M	Buy	45,672 +918	+2%	+$63.2K	0.98%	28
2022 Q4	$2.78M	Buy	44,754 +1,482	+3%	+$94.1K	0.76%	37
2022 Q3	$2.57M	Buy	43,272 +1,062	+3%	+$72.5K	0.66%	40
2022 Q2	$2.68M	Sell	42,210 -248	-0.6%	-$17.3K	0.67%	40
2022 Q1	$3.37M	Buy	42,458 +3,754	+10%	+$295K	0.73%	35
2021 Q4	$3.37M	Buy	38,704 +1,982	+5%	+$163K	0.72%	36
2021 Q3	$2.74M	Buy	36,722 +1,048	+3%	+$80.9K	0.62%	41
2021 Q2	$2.63M	Sell	35,674 -750	-2%	-$52.5K	0.6%	41
2021 Q1	$2.42M	Buy	36,424 +1,372	+4%	+$90.6K	0.58%	42
2020 Q4	$2.28M	Buy	35,052 +1,394	+4%	+$84.9K	0.58%	44
2020 Q3	$1.96M	Sell	33,658 -842	-2%	-$47.6K	0.57%	44
2020 Q2	$1.8M	Buy	34,500 +1,506	+5%	+$70.8K	0.54%	45
2020 Q1	$1.33M	Buy	32,994 +1,046	+3%	+$47.7K	0.45%	45
2019 Q4	$1.46M	Buy	31,948 +1,822	+6%	+$78K	0.4%	47
2019 Q3	$1.21M	Buy	30,126 +14,932	+98%	+$597K	0.35%	47
2019 Q2	$593K	Buy	15,194 +13,220	+670%	+$504K	0.17%	59
2019 Q1	$73K	Buy	+1,974	New	+$67.5K	0.02%	113

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

Cranbrook Wealth Management's XLK Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.7% in Q1 2026, selling an estimated $63.7K and leaving 64,321 shares worth $8.55M. The position accounts for 1.74% of the portfolio, ranked #13.

Cranbrook Wealth Management first reported a position in XLK in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.33M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Cranbrook Wealth Management held 64,321 shares of State Street Technology Select Sector SPDR ETF worth $8.55M as of Q1 2026.
Cranbrook Wealth Management sold 452 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $63.7K.
State Street Technology Select Sector SPDR ETF made up 1.74% of Cranbrook Wealth Management's portfolio in Q1 2026, its #13 holding.
Cranbrook Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Cranbrook Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $9.33M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.