Creative Capital Management Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Creative Capital Management Investments’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	$278K	Sell	1,461 -50	-3%	-$8.54K	0.06%	63
2026 Q1	$201K	Sell	1,511 -30	-2%	-$4.23K	0.06%	56
2025 Q4	$222K	Sell	1,541 -23	-1%	-$3.32K	0.07%	49
2025 Q3	$220K	Buy	1,564 +80	+5%	+$10.6K	0.07%	49
2025 Q2	$188K	Hold	1,484	–	–	0.07%	53
2025 Q1	$153K	Buy	1,484 +1,000	+207%	+$113K	0.06%	61
2024 Q4	$56.3K	Hold	484	–	–	0.02%	98
2024 Q3	$54.6K	Hold	484	–	–	0.02%	90
2024 Q2	$54.7K	Hold	484	–	–	0.03%	83
2024 Q1	$50.4K	Hold	484	–	–	0.03%	82
2023 Q4	$46.6K	Sell	484 -66	-12%	-$5.88K	0.03%	86
2023 Q3	$45.1K	Hold	550	–	–	0.03%	89
2023 Q2	$47.8K	Hold	550	–	–	0.03%	86
2023 Q1	$41.5K	Hold	550	–	–	0.03%	102
2022 Q4	$34K	Buy	+550	New	+$34.9K	0.03%	87

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Creative Capital Management Investments's XLK Position: Q2 2026 in Review

Creative Capital Management Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q2 2026, selling an estimated $8.54K and leaving 1,461 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #63.

Creative Capital Management Investments first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Creative Capital Management Investments held 1,461 shares of State Street Technology Select Sector SPDR ETF worth $278K as of Q2 2026.
Creative Capital Management Investments sold 50 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.54K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #63 holding.
Creative Capital Management Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.