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CWA Asset Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CWA Asset Management 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 		$4.58M Sell
24,055
-76
-0.3% -$13K 0.14% 160
2026
Q1 		$3.21M Sell
24,131
-1,157
-5% -$163K 0.11% 190
2025
Q4 		$3.64M Buy
25,288
+46
+0.2% +$6.64K 0.13% 152
2025
Q3 		$3.56M Sell
25,242
-38
-0.2% -$5.03K 0.13% 151
2025
Q2 		$3.2M Buy
25,280
+14,408
+133% +$1.6M 0.14% 149
2025
Q1 		$1.12M Buy
10,872
+764
+8% +$86.6K 0.05% 283
2024
Q4 		$1.18M Buy
10,108
+374
+4% +$43.5K 0.06% 233
2024
Q3 		$1.1M Buy
+9,734
New +$1.07M 0.06% 232
2024
Q1 		$1.14M Sell
10,926
-8
-0.1% -$809 0.07% 205
2023
Q4 		$1.05M Buy
10,934
+1,494
+16% +$133K 0.07% 163
2023
Q3 		$774K Buy
9,440
+5,870
+164% +$503K 0.06% 160
2023
Q2 		$310K Buy
+3,570
New +$281K 0.02% 275
2022
Q2 		– Sell
-2,630
Closed -$209K – 335
2022
Q1 		$209K Buy
2,630
+38
+1% +$2.98K 0.02% 282
2021
Q4 		$225K Hold
2,592
– – 0.02% 272
2021
Q3 		$193K Buy
+2,592
New +$200K 0.02% 272
2021
Q2 		– Sell
-4,714
Closed -$313K – 299
2021
Q1 		$313K Sell
4,714
-3,390
-42% -$224K 0.03% 206
2020
Q4 		$527K Buy
8,104
+106
+1% +$6.46K 0.06% 161
2020
Q3 		$467K Buy
7,998
+842
+12% +$47.6K 0.06% 139
2020
Q2 		$374K Sell
7,156
-626
-8% -$29.4K 0.07% 144
2020
Q1 		$313K Buy
7,782
+430
+6% +$19.6K 0.06% 155
2019
Q4 		$337K Buy
7,352
+102
+1% +$4.37K 0.05% 170
2019
Q3 		$292K Buy
+7,250
New +$290K 0.05% 167
2016
Q1 		– Sell
-10,600
Closed -$227K – 137
2015
Q4 		$227K Buy
+10,600
New +$228K 0.26% 121

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA Asset Management Group's XLK Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.31% in Q2 2026, selling an estimated $13K and leaving 24,055 shares worth $4.58M. The position accounts for 0.14% of the portfolio, ranked #160.

CWA Asset Management Group first reported a position in XLK in Q4 2015 and has held it in 23 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • CWA Asset Management Group held 24,055 shares of State Street Technology Select Sector SPDR ETF worth $4.58M as of Q2 2026.
  • CWA Asset Management Group sold 76 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of CWA Asset Management Group's portfolio in Q2 2026, its #160 holding.
  • CWA Asset Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 23 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.