CWG
XLK icon

Crown Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Crown Wealth Group’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 		$312K Sell
1,637
-224
-12% -$38.3K 0.08% 108
2026
Q1 		$247K Sell
1,861
-5,201
-74% -$733K 0.07% 120
2025
Q4 		$1.02M Buy
+7,062
New +$1.02M 0.28% 50

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
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
GC
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

Crown Wealth Group's XLK Position: Q2 2026 in Review

Crown Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $38.3K and leaving 1,637 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #108.

Crown Wealth Group first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Crown Wealth Group held 1,637 shares of State Street Technology Select Sector SPDR ETF worth $312K as of Q2 2026.
  • Crown Wealth Group sold 224 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $38.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #108 holding.
  • Crown Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Crown Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $1.02M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.