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Cyndeo Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cyndeo Wealth Partners’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 		$2.05M Buy
10,768
+427
+4% +$73K 0.1% 185
2026
Q1 		$1.37M Sell
10,341
-156
-1% -$22K 0.07% 207
2025
Q4 		$1.51M Sell
10,497
-29
-0.3% -$4.19K 0.08% 197
2025
Q3 		$1.48M Buy
10,526
+116
+1% +$15.4K 0.08% 189
2025
Q2 		$1.32M Sell
10,410
-140
-1% -$15.5K 0.08% 195
2025
Q1 		$1.09M Buy
10,550
+418
+4% +$47.4K 0.07% 205
2024
Q4 		$1.18M Hold
10,132
– – 0.08% 201
2024
Q3 		$1.14M Buy
10,132
+402
+4% +$44.1K 0.08% 204
2024
Q2 		$1.1M Sell
9,730
-44
-0.5% -$4.63K 0.09% 200
2024
Q1 		$1.02M Sell
9,774
-76
-0.8% -$7.69K 0.08% 199
2023
Q4 		$948K Buy
9,850
+238
+2% +$21.2K 0.09% 188
2023
Q3 		$788K Buy
9,612
+188
+2% +$16.1K 0.08% 190
2023
Q2 		$819K Buy
9,424
+42
+0.4% +$3.31K 0.09% 180
2023
Q1 		$708K Sell
9,382
-66
-0.7% -$4.54K 0.08% 195
2022
Q4 		$588K Buy
+9,448
New +$600K 0.07% 202

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

Cyndeo Wealth Partners's XLK Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.1% in Q2 2026, buying an estimated $73K and bringing the position to 10,768 shares worth $2.05M. The position accounts for 0.1% of the portfolio, ranked #185.

Cyndeo Wealth Partners first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Cyndeo Wealth Partners held 10,768 shares of State Street Technology Select Sector SPDR ETF worth $2.05M as of Q2 2026.
  • Cyndeo Wealth Partners bought 427 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $73K.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • Cyndeo Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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