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

Mascoma 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 Q2	$75.2K	Hold	395	–	–	0.01%	155
2026 Q1	$52.4K	Hold	395	–	–	0.01%	180
2025 Q4	$56.8K	Buy	395 +1	+0.3%	+$144	0.01%	174
2025 Q3	$55.6K	Hold	394	–	–	0.01%	184
2025 Q2	$50K	Hold	394	–	–	0.01%	187
2025 Q1	$40.7K	Hold	394	–	–	0.01%	202
2024 Q4	$45.9K	Hold	394	–	–	0.01%	205
2024 Q3	$44.5K	Sell	394 -64	-14%	-$7.03K	0.01%	202
2024 Q2	$51.9K	Sell	458 -206	-31%	-$21.7K	0.01%	187
2024 Q1	$69.1K	Hold	664	–	–	0.02%	155
2023 Q4	$63.9K	Hold	664	–	–	0.02%	169
2023 Q3	$54.4K	Hold	664	–	–	0.02%	185
2023 Q2	$56.5K	Hold	664	–	–	0.02%	183
2023 Q1	$50.1K	Sell	664 -52	-7%	-$3.58K	0.01%	231
2022 Q4	$44.5K	Hold	716	–	–	0.01%	248
2022 Q3	$43K	Hold	716	–	–	0.01%	244
2022 Q2	$46K	Sell	716 -126	-15%	-$8.78K	0.02%	249
2022 Q1	$67K	Hold	842	–	–	0.02%	227
2021 Q4	$73K	Hold	842	–	–	0.03%	186
2021 Q3	$63K	Buy	+842	New	+$65K	0.02%	183
2021 Q2	–	Sell	-600	Closed	-$40K	–	436
2021 Q1	$40K	Buy	+600	New	+$39.6K	0.02%	236

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mascoma Wealth Management's XLK Position: Q2 2026 in Review

Mascoma Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 395 shares worth $75.2K. The position accounts for 0.01% of the portfolio, ranked #155.

Mascoma Wealth Management first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Mascoma Wealth Management held 395 shares of State Street Technology Select Sector SPDR ETF worth $75.2K as of Q2 2026.
Mascoma Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #155 holding.
Mascoma Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.